Specialty asset management

Some of your prospective donors may prefer to give specialty assets — oil, gas or mineral properties; closely held business interests; farms, ranches, or timberlands; or real estate. With the ability to accept these gifts, it's quite possible you could widen your circle of potential donors. But managing specialty assets calls for a distinct set of skills.

Management from an industry leader
As an alternative to building an in-house capability, you might consider drawing on JPMorgan's extensive resources. We maintain teams of experts dedicated to each specialty asset type. We can begin by developing a gift acceptance policy tailored to the particulars of your organization. If you decide to accept specialty assets, our management skills will enable you to make the most of them — whether by negotiating leases on your behalf, providing day-to-day operational oversight, or disposing of properties on favorable terms. If you decide not to accept these donations, we will decline them graciously on your behalf.

Comprehensive services
Depending on your needs and preferences, we can play a variety of roles:

• Investment asset manager: planning and implementing your investment strategies
• Agent: negotiating contracts and leases on your behalf
• Asset manager: providing daily management of your properties and business interests
• Risk manager: analyzing and mitigating potential losses
• Fiduciary: protecting your financial interests through research and monitoring

Letting us take responsibility for specialty asset management can enhance your returns and productivity while freeing your organization from day-to-day administrative responsibilities.

Contact a JPMorgan Advisor to learn more about JPMorgan's specialty asset management services. Alternatively, you may contact any JPMorgan office.