Is This Gift Right for You?

Use this checklist to see if making a charitable gift using closely held stock is a good option for you.

  • You want to make a significant gift that benefits Gustavus Adolphus College after your lifetime.
  • You want the flexibility to change your mind during your lifetime.
  • You want to retain your assets during your lifetime.
  • You like the idea of an unlimited charitable estate tax deduction.

CheckmarkTax Tip
Leaving us closely held stock through your will or trust lowers your potential federal estate tax bill.

Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items