Learn how to make the most of your donor-advised fund during Giving Season Shape 4 Created with Sketch.

Charitable Strategies for Restricted and Control Stock

Corporate executives, founders, and board directors tend to be more charitable than the average American. They’re also likely to hold restricted stock or control stock as part of their total wealth portfolio. What they may not know is that with a donor-advised fund, they can easily convert these complex assets into philanthropic capital.

If you’re interested in learning more about strategies for giving restricted or control stock, complete the form below to receive our white paper.

NOTE: By providing your personal contact information for this download, you consent to receive marketing material from NPT. You may unsubscribe from marketing messages at any time.

  • This field is for validation purposes and should be left unchanged.