Closely Held Stock: Give After Your Lifetime

Gifts of Closely Held Stock in Your Will or Trust: Getting Started

Leverage your success in business to help support our future with a donation of closely held stock.

Is This Gift Right for You?

Find out if you can benefit from supporting our mission with a gift of closely held stock.

Case Study

Consider this hypothetical example of how a donation of closely held stock can make a significant impact on our work, while providing the donor benefits as well.

How to Complete Your Gift

Once you've decided a donation of closely held stock is right for you, follow these three steps to complete the process.

Action Items

Now that you know the possibilities of giving closely held stock, learn how to move forward with a plan that works best for you.