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Additional Resources

7: Gifts of Closely Held Stock Additional Resources

Stock Options, Restricted Stock, Phantom Stock, Stock Appreciation Rights (SARs), and Employee Stock Purchase Plans (ESPPs)

Entrepreneurs as Philanthropists

The Curious Case of the Stock Option

Entrepreneurs – The Powerhouse of Philanthropy

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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.
Order YOUR Copy of Turning Wealth Into What Matters.

Turning
Wealth Into
What Matters

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