Getting Started: Gift Strategy Using Closely Held Stock See how one simple plan can help you make a donation and receive something in return. At first, it may sound a bit strange. But if you learn about the many benefits of donating closely held stock, you will discover that it isn't a strange plan, but a plan that works.More
Gifts of Securities: Closely Held Stock Closely held stock, that which is not publicly traded, can also be used as a charitable gift even if you want to maintain a control position in the stock.More
Gary Ozzello's 30 year association with Colorado State University has impacted his life so profoundly he took steps to ensure he repaid the favor. Gary knew he wanted to make a substantial gift to the University but not having the immediate capability to do so prompted some creative thinking...
