Case Studies: Employee Stoc

Scenario

A corporate attorney in Darien with a long-term commitment to helping cancer patients and their families wants to lock in her profit on appreciated stock and use it to support her charitable passion.

For the past 12 years she has contributed to an organization that provides respite care for cancer patients and counseling for their families.

Solution

Transfer the stock and open a designated fund that endows her gift to this nonprofit. Her tax burden is reduced, and the nonprofit can include her grant in their annual budget.

Others may also contribute to the fund she has created.

Contact Us to Get Started

To learn more about specific solutions for your clients' charitable giving,contact Juanita T. James, President & CEO, at 203.750.3200.