Background

Charitable Impact Framework

Acquire discounted software licenses, obtain an independent fair-market-value appraisal, then donate the licenses to qualified 501(c)(3) organizations. Typical appraisals target a 5x multiple of cost, subject to independent determination.

See If You Qualify

When It Fits

This strategy works best for specific client profiles with clear charitable intent and the ability to follow a structured process.

High earners seeking a large current-year deduction within AGI caps
Clear charitable intent and preference for documented, compliance-first execution
Ability to provide timely documents and follow a checklist
Charitable planning consultation

How It Works

A structured, compliance-first process that ensures proper documentation and independent validation at every step.

1

Source Qualified Licenses

Through approved channels with proper documentation

2

Engage Independent Appraiser

At a fixed fee with no contingent valuation

3

Receive FMV Appraisal

Complete required forms and documentation

4

Donate to Qualified Charity

With proper acknowledgments and receipts

5

File with Your CPA

Including Form 8283 and Schedule K-1 if applicable

Benefits

Significant tax savings combined with meaningful charitable impact and full compliance documentation.

Substantial Charitable Deduction

Often 50 to 60 percent of AGI subject to caps

Meaningful Philanthropic Impact

Tied to measurable outputs and community benefit

Full Documentation

Third-party validation and audit-ready evidence file

Safeguards and Controls

Multiple layers of protection ensure compliance and audit readiness.

Independent appraisal with no contingent valuation fees
Documented chain from purchase through donation and acknowledgment
Charity eligibility verification and contemporaneous receipts
Evidence File with appraisal, 8283, appraiser declaration, and execution log
Compliance documentation
Document preparation

Documents We Need

Essential documentation to execute the strategy properly and maintain compliance.

Purchase records and transaction documentation
Appraisal engagement letter and terms
Charity details and qualification verification
ID and signer info for acknowledgments
CPA contact information for coordination

Typical Timeline

2 to 6 weeks from intake to completed donation, subject to appraiser and charity timing. Most delays occur during the appraisal process or charity processing.

Notes and Risks

Valuation is independent and may differ from expectations. Deductions are subject to AGI limits, property-type rules, and carryforward treatment.

Ready to Explore This Strategy?

See if the Charitable Impact Framework fits your tax situation and philanthropic goals.

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Disclosure: Stonebridge Tax Advisors LLC provides strategic tax planning and coordination. We do not provide legal or investment advice. All strategies are subject to IRS rules and individual eligibility. Results vary.