Patents Assigned to AssetStream Corp.
  • Publication number: 20010037275
    Abstract: Giving appreciated assets is accomplished by analysis and processing for tax-advantaged asset transfer to charity. Easy access to sophisticated evaluation tools for choosing gifts that maximize tax-efficient giving; fully automated transfer mechanism for giving appreciated assets on a continuing basis (e.g., monthly or quarterly); speed of transfer; “point, click and give” ease of transferring assets to charity; removal of wealth barriers in the area of asset gifting; back-office support for the transfer of assets to charities and donor advised organizations; and an ability to gift unrealized gains (while keeping 100% of the basis) through currently existing hedge funds is provided.
    Type: Application
    Filed: January 22, 2001
    Publication date: November 1, 2001
    Applicant: AssetStream Corp.
    Inventors: Donald Edward Johnson, Duane Allen Steward