Charitable Gifts

Tax and Estate Planning
Written By Knapsack Creative

Charitable contributions of non-cash assets — including interests in closely-held businesses, real estate holding companies, limited partnerships, and intellectual property — require an independent qualified appraisal to satisfy IRS substantiation requirements. Cogent Valuation has performed hundreds of such valuations on behalf of donors and their advisors, covering a wide range of asset types and gift structures. Our opinions are prepared in strict accordance with IRS appraisal standards and are supported by the thorough due diligence and documentation required to withstand audit review. Cogent Valuation's track record of successfully defending its opinions before the IRS makes us a trusted partner for high-value charitable giving strategies.

 
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