Complex asset gift questionnaire

*Email

*First donor full name

Second donor full name (if applicable)

Asset information

*Full legal name of asset owner(s)

*Asset type (check all applicable types)

Real estate

Crops/farm equipment

C-Corp closely held stock

General partnership

Limited liability company

Other

Other asset type (if "other" is selected above)

Type of business

*Estimated value of donor's total ownership

*How was this value determined?

*What portion of the asset is the donor giving?

*How long has this asset been owned by the donor?

*Donor's cost basis $

*How did the donor acquire this asset?

*Is there a deadline for completing this gift?

Yes

No

If yes, what is the deadline?

*Are there any potential buyers for this gift asset?

Yes

No

If there are potential buys for this gift asset, please describe.

*Is there any debt associated with this gift asset?

Yes

No

If there is debt associated with this gift asset, please describe.

If the gift is corporate business interests, include the name and contact information of the business’s CPA or CFO:

Next steps

Please include the following documents with this questionnaire.

Real Estate

Please complete Thrivent Charitable’s Real Estate Gift Questionnaire.

Corporation

Most recent corporate financial statement and Bylaws.

Choose file

Most recent federal tax return.

Choose file

Form 1120S and K-1 for S-Corporations.

Choose file

Form 1120 for C-Corporations.

Choose file

Articles of Incorporation.

Choose file

Bylaws.

Choose file

List of shareholders and number of shares owned.

Choose file

Valuation/appraisal (if available).

Choose file

Shareholder agreement and amendments.

Choose file

Limited partnership

Most recent financial statement.

Choose file

Most recent federal tax return (Form 1065 and K-1).

Choose file

Certificate of limited partnership formation.

Choose file

Partnership agreement with amendments.

Choose file

List of members and units, or percentage owned.

Choose file

Valuation/appraisal (if applicable).

Choose file

Limited liability company

Most recent financial statement.

Choose file

Most recent federal tax return (Form 1065 and K-1).

Choose file

Articles of Organization.

Choose file

Operating agreement with amendments.

Choose file

List of members and units, or percentage owned.

Choose file

Valuation/appraisal (if applicable).

Choose file

*Acknowledgement

By checking this box, I understand that Thrivent Charitable Impact & Investing will be relying on the truth and accuracy of my answers to the questions in accepting my gift. I certify that each of the answers is true, accurate and complete to the best of my knowledge.

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Complex asset gift questionnaire