Legacy Giving A+ Increase | A- Decrease

Gifts of Closely Held Stock

Your closely held stock opens the door to a unique giving opportunity and way to leave a lasting legacy. By leaving closely held stock to CARE in your will or trust, you’ll be helping support our mission after your lifetime while enjoying the flexibility to change your mind at any time throughout your lifetime.

Income


Forward this article to a friend   Print version      


Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.