Asset Insights for Life's Transitions

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Charitable Donation Appraisals

Reliable Valuations for Your Donated Property

Donating valuable personal property to a qualified charitable organization can be meaningful—and may also require proper valuation for tax purposes. A professional appraisal helps establish fair market value and provides the documentation needed to support your non‑cash charitable contribution.

The Peterson Exchange offers charitable donation appraisal services for individuals, estates, attorneys, accountants, and nonprofit organizations throughout Lakeland and Central Florida.

Professional Appraisals for Donated Property

We provide valuations for a wide range of donated items, including:

  • Jewelry and watches

  • Fine art and decorative art

  • Antiques and collectibles

  • Furniture and home furnishings

  • Silver, coins, and luxury accessories

  • Designer goods

  • Memorabilia

  • Household contents

  • Estate and downsizing items

  • Other personal property

Each appraisal is prepared using appropriate market research, detailed descriptions, condition analysis, and comparable sales when available.

Why Obtain a Charitable Donation Appraisal?

A qualified appraisal can help you:

  • Document the value of non‑cash charitable contributions

  • Support your tax filings

  • Provide your accountant or tax professional with reliable valuation information

  • Establish fair market value for donated property

  • Maintain a clear record of the items donated and their condition

The IRS has specific requirements for charitable contributions and qualified appraisals. Your tax professional can advise you on whether an appraisal is necessary for your donation.

What to Expect

Our appraisal process is designed to be straightforward and efficient:

Initial Consultation

We discuss the type and quantity of items, the intended charitable recipient, and your appraisal needs.

Property Inspection

Items may be examined in person or reviewed through photographs and supporting documentation, depending on the scope of work.

Research and Valuation

We evaluate the items, research relevant markets, and determine an appropriate fair market value.

Written Appraisal Report

You receive a clear, organized report describing the property, the valuation methodology, and the concluded values.

Clear, Detailed Documentation

A charitable donation appraisal should clearly identify the donated property and explain how the value was determined. Our reports are prepared to be easy to understand and useful for your personal records and tax professional.

Please retain receipts and documentation from the charitable organization. An appraisal supports your valuation but does not replace records provided by the charity.

Schedule a Consultation

Whether you are donating a single high‑value item or an entire household collection, The Peterson Exchange can guide you through the appraisal process and help you determine the appropriate next steps.

Contact us today to discuss your charitable donation appraisal.