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Securites
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
Securities
Without question, the most common non-cash asset that your organization will receive is a publicly traded
Securities: Closely Held Stock
Closely Held Stock (aka Privately Held
Securities: Individual Stocks
Welcome to the sweet spot: In the world of development, Individual Stocks are the most popular form of non-cash gift.
Many more stocks are owned through mutual funds than are owned as individual stocks. However; it's most likely that your prospects for larger gifts will own individual stocks.
Please note the various types of stocks and the corresponding means and frequency of giving:
Securities: Mutual Funds
A Mutual Fund is: a fund operated by an investment company which raises money from shareholders and invests in a group of assets in accordance with a stated set of objectives.