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7: Gifts of Closely Held Stock

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Image of book, Turning Wealth Into What Matters, sitting on a desk

LESS THAN 10% OF AMERICA’S WEALTH IS HELD IN CASH. IF YOU DON’T HAVE THE EXPERTISE TO GUIDE DONORS TO MAKE NON-CASH GIFTS, YOU ARE MISSING OUT!

A generous donor wants to contribute a valuable non-cash asset to your nonprofit. You want to say “YES”.  However, you worry that you’ll make a mistake and look foolish in front of the donor and your organization.

I get it. Non-cash gifts can feel intimidating and even a bit scary. Throughout my career as gift planner, I’ve facilitated hundreds of non-cash gifts and have taught hundreds of people to do it too.

This book will eliminate the fears you have when it comes to non-cash gifts. It will provide you with:

  • Fundamental knowledge of each asset type.
  • A step-by-step process you can use with virtually every non-cash gift.
  • Proven internal procedures you can begin using right away.
  • Detailed intake checklists so you can be sure to collect all the right information.
Pre-order YOUR Copy of Turning Wealth Into What Matters.

Turning
Wealth Into
What Matters

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