Planned Giving

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 Pennington Biomedical Research Foundation 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.

	Gifts of Closely Held Stock in Your Will or Trust: Getting Started Is This Gift Right for You? Case Study How to Complete Your Gift Action Items

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.