Receiving non-cash gifts with Patrick Kincade

Patrick Kincade is Regional Director at Stonebridge Capital Advisors, a firm offering portfolio management services and related advising to nonprofit organizations as well as businesses and individuals.

Patrick talks with host Steve Boland about a range of ways nonprofits can be ready to receive larger gifts, especially gifts that may not be cash. Gifts could be donations of stock, or gifts of value like real-estate or even new classes of assets like cryptocurrency. Patrick talks about planning, tools to have at the ready, and when it may be time to decline some more complex gifts.

This podcast expresses the views of Patrick Kincaid as of the date indicated and may not represent the views of Stonebridge Capital Advisors, LLC (“Stonebridge”). These views are subject to change without notice and Stonebridge has no duty or obligation to update the information contained herein. Past performance is not an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services, investment advice, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction. Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources.