Whitepaper
Thinking of giving?
Why valuation matters
Aug. 21, 2025 · Authored by Michael Lum, John Provenzano, David M. Sacarelos, Christopher Thenemann, Bradley Wood
Valuations are not a box-checking exercise. They are a foundational part of any successful estate, gift or charitable planning strategy.
This e-book offers a high-level overview of what you need to know in terms of valuations – including when valuations are required, what the IRS expects and how to avoid the most common mistakes. We’ll help you understand the process, prepare with confidence and know when to bring in an experienced valuation professional.
Download the e-book now to gain insight into:
- The importance of valuations
- The basics of valuations
- Estate and gift valuations
- Valuations for charitable contributions
- Best practices for obtaining and defending a valuation
What’s inside the e-book? Preview section one below.
Section 1: The importance of valuations
When making gifts, few things are as critical – or as closely scrutinized – as valuation. Whether you’re transferring property to family or donating it to charity, the IRS requires assets to be reported at fair market value – and those valuations must be credible, defensible and properly documented.
