Complex asset gift specialist

Get the learning experience you deserve and the support you need to be successful. With the help of our team of experts, you will learn tips and tricks and learn the best practices for becoming successful in dealing with conversations regarding donating alternative assets.
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About Us

55+ Experts

A few years ago, we started this organization because we wanted to help our local university benefit from donations of illiquid assets. We believe that a great education and world class research is vital for all of us to succeed. We know that the majority of wealth is held in alternative investments and they require careful handling and consideration. We quickly grew from our small founders group to now having a group of over 55 experts that are all passionate about having an impact. We hope you enjoy our courses and that they are beneficial to you and the institutions you represent. We welcome your feedback and questions.  

Our bundled offer

Complex asset gift specialist

This bundle includes all 3 courses in the series.  
To find out if you are eligible for a fee waiver through your institution, submit the form below before buying.
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