Cole Davidson
Complex Asset Specialist
Cole Davidson has years of experience, deep expertise, and comprehensive support for complex asset contributions.
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Serving Financial Advisors and their Clients in the East Coast
Let’s talk about donating complex assets through your Donor-Advised Fund. I help clients contribute:
- Private business interests
- Real estate
- Alternative investments
- Cryptocurrency
- Restricted or publicly traded stock
- Other illiquid assets
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Worth Noting
I can also help you explore alternative investments and impact investing opportunities with your DAF account.
Please note: Complex asset gifts typically make the most sense when valued at $250,000 or more.
