We are dedicated to providing support for your giving, especially in this time of heightened need. Please click here for resources to assist your philanthropy during the COVID-19 pandemic. Learn More 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 shares or control shares 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.

Download our free brochure to learn more about how an NPT DAF can help executives make tax-efficient contributions of restricted and control shares.

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.

Learn More