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SDG Global frequently collaborates with wealth advisors, attorneys, accountants, and philanthropic consultants who are assisting clients with charitable planning.

 

Advisors may work with our team to help structure contributions, discuss charitable strategies, and coordinate long-term giving objectives.

We accept a wide range of charitable assets, including:

• Cash/Digital Currency
• Publicly traded securities
• Privately held business interests
• Real estate interests
• Other non-cash charitable assets

 

All contributions are evaluated under SDG Global’s Gift Acceptance Policy and applicable regulatory requirements.

CRTs are often used alongside other philanthropic tools to support a comprehensive charitable strategy.

​These may include:

• Donor Advised Funds (DAFs)
• Pooled Income Funds (PIFs)
• Direct charitable contributions

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In some cases, the remainder interest of a CRT may transfer to a DAF, allowing families to continue charitable grant-making after the trust term ends.