The donors behind the mission
William spent 35 years as a senior corporate attorney. When he and and his spouse began thinking seriously about their charitable legacy, they had appreciated securities and a vacation property they had outgrown. Their financial advisor introduced them to NCE’s Complex Asset Program. Within six months, William contributed $1.4M in appreciated pharmaceutical stock and Catherine contributed a vacation property appraised at $820K.The result: zero capital gains tax, a combined charitable deduction of $2.2M, and a family giving program their three adult children now participate in.
DAF balance:
$2.8M
Assets contributed:
Appreciated securities + real estate
Capital gains avoided:
~$340K
Primary causes:
Education access, medical research
Grants made:
$480K across 22 nonprofits
Jennifer had been making annual charitable gifts for years without a clear strategy. Her financial advisor introduced her to NCE to bring structure and tax efficiency to her giving. Jennifer opened her NCE account with $85,000 in appreciated employer ESPP stock, receiving a full deduction without triggering capital gains. Her two teenage children review the account with her each November and jointly recommend grants.
DAF balance:
$975K
Opening contribution:
$385K appreciated employer stock
Annual additions:
$30K–$50K appreciated securities
Advisor integration:
Full portal access
Key benefit:
Bunched 3 years of deductions in Year 1
When Priya’s company was acquired, she had a concentrated position in both company stock and cryptocurrency. NCE accepted $180,000 in Bitcoin and $265,000 in QSBS shares at fair market value with zero capital gains.She now tracks grants to student scholarships, climate tech pilots, and a racial equity initiative through NCE’s impact dashboard.
DAF balance:
$790K
Assets contributed:
Bitcoin + QSBS shares
Crypto accepted:
$180K at FMV, zero capital gains
Primary causes:
Climate tech, education equity, racial justice
Unique features:
Impact dashboard + giving circle
Carlos built a regional HVAC distribution business over 28 years. When a sale was being considered, his CPA flagged a significant capital gains problem.Before the sale closed, Carlos contributed 12% of his company equity — approximately $3.2M at appraised value — directly into an NCE donor-advised fund.Carlos has since established a named scholarship at his alma mater, supported two Dallas nonprofits, and created a giving program for his three children.
DAF balance:
$3.2M
Asset contributed:
Pre-sale private company equity (12%)
Capital gains avoided:
~$640K
Charitable deduction:
$3.2M in year of contribution
Legacy program:
Named scholarship + family giving council
Jonathan had spent 20 years accumulating LP interests across successful PE funds. When one of his positions was approaching its final distribution, his tax advisor identified a significant opportunity. Jonathan contributed $2.4M of his LP interest directly to NCE before the final distribution, eliminating capital gains on $2.4M of appreciation. He now contributes a portion of his carried interest from each new fund to NCE before final distributions.
DAF balance:
$12.4M (initial)
Asset contributed:
Limited partnership interest (PE fund)
Capital gains avoided:
~$2.2M
Ongoing strategy:
Carried interest contribution at each fund close
Primary causes:
Higher education access, workforce development
The donor's family foundation was established in 1998. At $22M in assets, it was required to distribute at least $1.1M annually. By 2023, the aging board found the administrative burden increasingly difficult. Working with legal counsel, the foundation distributed $8M to an NCE donor-advised fund as qualifying distributions, satisfying multiple years of the 5% annual distribution requirement. NCE now handles all grant research, due diligence, and execution while the family retains full advisory authority.
Foundation assets:
$22M
Distributed to NCE DAF:
$8M
Distribution years satisfied:
Approx. 7 years of 5% requirement
Admin burden reduced:
90%+ of grant processing to NCE
Advisory authority:
Fully retained by family board
David co-founded an RIA in 2005. By 2023, the firm managed $4.2B, earning approximately $42M annually in management fees. David donated 8% of his ownership interest in the RIA company LLC to NCE. An independent appraiser valued 8% at $12.8M, and David received an immediate charitable deduction of $12.8M. The NCE DAF now holds the 8% interest and receives approximately $3.4M per year in fee income, which NCE distributes as grants.
Management company interest donated:
8% LLC membership interest
Appraised value / deduction taken:
$12.8M
Ongoing annual income to DAF:
~$3.4M/year
Primary causes:
Climate science research, education technology
Structure:
Management company LLC membership interest
