Clontz

Earlier this year, an Iowa farmer called up nonprofit consultant Bryan Clontz looking to donate 15,000 bushels of soybeans to charity.

Keep the Stock, Donate the Beans Veronica Dagher 2011

That was the case when Mr. Clontz received a call from someone wishing to donate a 12-unit apartment complex.

Keep the Stock, Donate the Beans Veronica Dagher 2011

Beans, a Boeing 747, $800,000 of trees and a Mexican beach house are just a few of the alternative assets Mr. Clontz has helped steer into donor-advised funds recently as wealthy individuals increasingly decide to keep more of their liquid securities instead of making them part of charitable giving.

Keep the Stock, Donate the Beans Veronica Dagher 2011

"I reminded him that a donor-advised fund isn't a giant albatross," says Mr. Clontz.

Keep the Stock, Donate the Beans Veronica Dagher 2011

Mr. Clontz got a quote from a local commodities broker, and all told, the farmer ended up donating about $150,000 of soybeans to his alma mater through a donor-advised fund.

Keep the Stock, Donate the Beans Veronica Dagher 2011

"Donors understand there's more need now than ever, but they're saying, 'Don't touch my liquidity,' " says Mr. Clontz, who owns Charitable Solutions LLC, a Jacksonville, Fla., firm that helps charities reduce the risk of accepting alternative assets.

Keep the Stock, Donate the Beans Veronica Dagher 2011

Veteran technology financier Sanford Robertson has his own private foundation, but when he and a partner donated a parcel of land at the luxe Kuki‘o Club in Hawaii, they gave it through Clontz to Schwab Charitable.

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Using a special charitable trust for S corp donations, Clontz can reduce that tax to 7.5%.

How To Give Like Mark Zuckerberg Janet Novack 2010

Those are not gift candidates, '' declares Clontz.

How To Give Like Mark Zuckerberg Janet Novack 2010

Tax savings aren't the only reason folks donate assets these days, notes Clontz.

How To Give Like Mark Zuckerberg Janet Novack 2010