Recommend an Alternative Investment

architectural rendering of an apartment complex

Alternative investments are considered individually by The Signatry in order to assess risk, taxability, and other ownership matters. Depending upon the unique qualities of the proposed investment, the time required to complete the due diligence process and make the investment could be a few weeks up to several months. Please note that alternative investment recommendations are not considered unless there is adequate liquidity in the applicable donor advised (or other) fund.

Complete the form below to recommend an alternative investment.

  1. Family Member: A person who is related in one of the following ways to a Primary Disqualified Person:
    1. Spouse;
    2. Ancestor;
    3. Child, grandchild, great-grandchild, brother (including half brother), sister (including half sister);
    4. Spouse of a person described in 3, above.
  2. 35% Controlled Entity: An entity of which one or more Primary Disqualified Persons and/or his or her Family Members collectively own more than 35% of the voting power or economic interest (directly or constructively under Code § 4958(f)(3)(B)).