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Valuations For Charitable Donations

Donate business equity to the community and religious organizations you care about with ease by partnering with Quist.

Donating Private Equity To Charity

Business owners often have a significant percentage of their net worth wrapped up within their business. This is why many choose to donate equity to the charitable organizations they care about. Donating equity has tax benefits for the owner, but it also benefits the charity as most are exempt from capital gains taxes. Put simply, it allows the owner to donate more.

Quist: Valuating Your Donation

In order to donate a portion of their business, owners need an independent party to conduct a proper valuation and determine the fair market value of the gift. Partnering with Quist makes this easy, allowing business owners to get valuations that adhere to IRS rules from a trusted and qualified independent appraiser.

Decades of Valuation Experience

Proven Success Defending Valuations
to the IRS

Expert Analysis & Guidance

Quick & Efficient Valuation Process

39+

YEARS IN BUSINESS

10,000

VALUATIONS PROVIDED

25+

INDUSTRY SECTORS SERVED

Get A Valuation From Quist

Reach out to Quist to get a qualified valuation and donate more to the organizations you care about.

Charitable Donation Resources

Blog

2022 Colorado State of Owner Readiness™ Survey

Quist helped sponsor the 2022 Colorado State of Owner Readiness™ survey, in partnership with the State of Colorado, the Exit Planning Institute, and other strategic partners.This research had been conducted in over 11 markets across the country, but this was the first time a state-wide...

March 1, 2022

Blog

Popular Estate and Gift Tax Planning Techniques – Are They Doomed?

In response to instructions under the budget resolution passed by the U.S. House of Representatives, Ways and Means Committee Chairman Richard Neal offered an amendment on September 13 that includes several tax changes in the area of estates, gifts, and trusts.  The two most relevant...

October 8, 2021

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Best Practices: Discounts for Lack of Marketability (DLOM)

Discounts for lack of marketability (DLOMs) have frequently been the subject of controversy in valuations. The reason: applying a DLOM – an amount or percentage deducted from the value of an ownership interest to reflect the relative absence of marketability – can result in significant...

September 24, 2021

Blog

Personal and Estate Planning – Use a Legacy Expert!

This is the second of a two part series on Personal and Estate planning, emphasizing what’s important to consider right now.  As you probably know, now is THE time to consider transferring assets out of the estate due to lower valuations. As you work with...

May 1, 2020

Blog

Managing Change in Personal and Estate Planning

This is the first of a two part series on Personal and Estate planning. With the COVID-19 uncertainty, now is the time to take a very close look at current estate and personal plans, as both a checkup measure and to also potentially take advantage...

April 17, 2020

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Tax Reform and Value: What business owners need to know.

Is your business worth more – or less – in 2018? Now that the Tax Cut and Jobs Act is law, what now? Because these rules affect the value of your business, every business owner needs to be aware of these important changes. Overall, companies...

February 1, 2018

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How to Defend Against IRS Valuation Audits

Tax season is quickly approaching, and fear of an audit may be on the minds of some of your clients. While most IRS audits are unlikely (1 in 100), clients filing valuations with estate tax returns are very likely. “This is the I.R.S.’s last whack...

August 22, 2017

Blog

Death and Taxes vs. Preserving Wealth – The Final Exit Planning Contest

Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on. The ideal Exit Plan (one that provides the business exit you desire) includes a strategy to help you...

April 14, 2016

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Industry Update: IRS publishes an internal document that reveals the agency’s most current thinking on the valuation of S Corps

The IRS S corp Job Aid says in the introductory section: [A]bsent a compelling showing that unrelated parties dealing at arm’s-length would reduce the projected cash flows by a hypothetical entity level tax, no entity level tax should be applied in determining the cash flows...

September 3, 2015

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Understanding Advantages of Alternative Valuation Methods for Holding Companies

When valuing interests in holding companies, appraisers typically incorporate the asset-based approach. The asset-based approach considers the value of the subject company’s assets and liabilities in order to arrive at the value of equity. The net asset value (“NAV”) method is one method under the...

September 3, 2015

Blog

Gift and Estate Tax: How are they related?

The Gift Tax, according to the definition on the IRS website, “…is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return.” The Estate Tax is defined by the same website as, “…a...

March 13, 2014

Limit Your Risk Of A Tax Audit

Complex wealth transfers often come under the scrutiny of the IRS, but there are various ways to limit the risk of an audit. Learn more in Quist’s insightful ebook.