Aqueduct has a strong track record accepting gifts of complex assets. These including private company shares, art collections, and gifts resulting from mergers and acquisitions of public and private companies.
How we work
Aqueduct also has a well-established process for the valuation, acceptance, and ongoing monitoring of donations of private company shares and other complex gifts of assets. These donations require financial, tax, and estate planning. They are not everyday gifts that are typically donated to charities in the community. For more information about complex property donations, please contact us at [email protected].
Frequently Asked Questions
Aqueduct accepts a wide variety of property. Donations to Aqueduct Foundation may include cash, publicly traded securities, and mutual funds, as well as more complex assets such as art, real estate or private company shares.
Yes. Aqueduct has a well-established process for the valuation, acceptance, and ongoing monitoring of donations of private company shares. Please contact us at [email protected] for a copy of our brochure on this topic.
Aqueduct charges an Expense Recovery Allocation against its funds, which is inclusive of foundation and investment management costs. The expenses of operating the Foundation are allocated to individual funds based on a published, sliding-scale formula, linked to the assets of each fund.