Tax Planners

Charitable giving encompasses more than just cash donations. Families and businesses can tap into Long Beach Community Foundation’s expertise to quickly and easily donate hard-to-value assets, and open family or corporate funds to further their charitable goals.

Your clients may be able to attain a new level of giving they might not have considered possible through assets they already own. Long Beach Community Foundation specializes in accepting complex assets for charitable purposes, including:

  • Charitable Gifts of Real Estate
    • Personal Residence
    • Commercial Property
    • Undeveloped Property
    • Other Real Property
  • Charitable Gifts of Business Interests
    • Closely Held Stock (S-Corp, C-Corp, LLC)
    • Partnership Interests
  • Charitable Gifts of Personal Property
    • Artwork
    • Royalties, Copyrights, Patents
    • Valuable Collectibles
  • Other Alternative Asset Gifts
    • Life Insurance Policies
    • Retirement Plans

This list is not intended to be all-inclusive of acceptable alternative assets. Gift acceptance is dependent upon asset review and approval.

Long Beach Community Foundation is a public charity, so your clients will receive the maximum tax deduction allowed by law, avoid capital gains tax and may be eligible to receive a lifetime income stream. We look at each donation individually and create giving plans that maximize gifts to the community and provide bottom-line benefits to the donor.