Craig Buchanan
Complex Assets Specialist
Craig Buchanan partners with advisors and family offices to structure charitable gifts of business interests, private equity, and impact investments. He brings deep experience from his work designing custom portfolios at CapShift.
Licenses: Series 6, 63, 65
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Serving Financial Advisors and their Clients in the West
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.
