Charitable Planning for Entrepreneurs

If your constituency includes wealthy prospects who own small companies or run family businesses, this focused letter presents a concise overview of the benefits of giving closely held stock. Written to get your prospects thinking about how such a gift could work for them, it can also help prepare them for a conversation with you.

Suitable for a targeted mailing campaign.

How the letter is organized:

• …Closely held stock can work to your advantage and support the mission you care about…
• Ways to Give Closely Held Stock
  • Gifting the Shares Outright
  • Creating Life-Income Gift (Flip Unitrust)
• Tax Considerations
  • Restrictions on Transfer
  • Arms-Length Requirement
  • Closely Held Stock Subject to Debt
  • Valuation
  • Our Due Diligence
• Call to Action