Gift officers are not Boy Scouts, but the Scouts' motto of Be Prepared fits well in the realm of the gift officer. Below, please find what we're calling guidelines but could just as well be called strategies— tactics for developing a successful gift officer modus operandi.
Watch this place for draft bequest language and for draft gift agreement
When a benefactor decides to make gift of mutual fund shares, he or she must contact their plan administer, follow their instructions and complete the required paperwork.
Things to keep in mind:
Publicly Held Securities can be a great asset to give if:
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
Here are the key policies and procedures to have in place for accepting gifts of real property:
While working with donors on a potential gift of real estate, part of the fun is helping them realize the numerous gifting variations available.
In a word, gifting real estate offers the donor a great deal of flexibility.