If your constituency includes wealthy prospects who own small companies or run their family businesses, this comprehensive review of the benefits of giving closely held stock could help you start a planned gift conversation with them. It’s a professional presentation that uses the language of investors and entrepreneurs – language these business men and women understand.
Suitable for a targeted mailing campaign, a handout at a seminar, or a secondary article in your newsletter.
How the copy is organized:
- Ways to Make Gifts with Closely Held Stock
- Gifting the Shares Outright
- Creating a Life-Income Gift (FLIP Unitrust)
- Tax Considerations to Keep in Mind
- Restrictions on Transfer
- Arms-Length Requirement
- Closely Held Stock Subject to Debt
- Our Due Diligence