Now is the best time to establish a Charitable Lead Annuity Trust.
The IRS discount rate has dropped to 1.0—an historic low. Lower interest rates mean lower estate and gift tax on the remainder of the lead trust assets that will pass to your heirs. To find out more on CLATs, click here
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Closely Held Stock: How to Give Anytime
Gifts of Closely Held Stock: Getting Started
Leverage your success in business to help support our future with a donation of closely held stock. More
Is This Gift Right for You?
Find out if you can benefit from supporting our mission with a gift of closely held stock. More
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. More
How to Complete Your Gift
Once you've decided a donation of closely held stock is right for you, follow these four steps to complete the process. More
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. More
