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How to Complete Your GiftA gift of closely held stock in your will or trust can be completed in three steps.
1. Determine how you would like your gift to be used. Do you have a particular program in mind that you would like to fund with your gift? Will your gift be unrestricted, enabling us to use the proceeds from the sale of your closely held stock for our most pressing needs? If you choose to specify the purpose of your gift, please let us know so we can ensure that your intentions can be fulfilled.
2. Meet with your estate planning attorney. Discuss your possible tax and other benefits with your attorney to ensure that this gift meets your goals. An estate planning attorney can prepare your will or trust if you do not have one, or prepare a codicil to your will or an amendment to an existing trust.
Please click here for CARE's suggested bequest language.
3. Let us know your plans. Please contact Trish Rooks at or trooks@care.org to let us know when you have made plans for your gift in your will or trust. We would love the opportunity to thank you for your generous act. Of course, we are happy to honor your wishes regarding anonymity.
If you have any questions about these steps, please contact Trish Rooks at or trooks@care.org.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
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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.
