St. Joseph Regional Health Network

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Closely Held Stock: Give After Your Lifetime

Gifts of Closely Held Stock in Your Will or Trust: 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 three 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