Asset Type

Mutual Funds: Tax Issues

There's one key tax issue with Mutual Funds: the

Mutual Funds: How to Value

Why exactly does it matter which shares from a mutual fund are being gifted? The answers to that question have to do with a) eligibility rules, and b) how the gifted shares are vaulted.

Individual Stocks: How to Accept

Publicly Held Securities can be a great asset to give if:

Individual Stocks: Who, Why, When

WHO: Virtually every donor who is considering a major gift to your organization needs to be asked if they have considered making the gift using an appreciated

Individual Stocks: Tax Issues

Once it's established, the gift value of the

Individual Stocks: How to Value

Key characteristics of publicly traded stocks:

Closely Held Stock: How to Gift/Accept

Quite frequently, most of an entrepreneur’s personal net worth is in the form of highly appreciated, closely held stock, which if sold, would trigger a large

Closely Held Stock: Tax Issues

See tax issues under individual stocks.

Closely Held Stock: How to Value It

As with publicly traded

Bonds: Who, Why, When

WHO: This is a teensy bit of a generalization, but the pattern is that the more leveraged a donor is in bonds, the better a prospect they are for making a gift through a CGA (

Asset Type

Key characteristics of publicly traded stocks:

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