OHSU

Planned Giving (In General)

A donation of your closely held stock can be a fine way for you to make a sizable charitable contribution while realizing valuable tax benefits.

Gifts of Closely Held Stock: Getting Started
Leverage your success in business to help support our future with a donation of closely held stock.

Is This Gift Right for You?
Find out if you can benefit from supporting our mission with a gift of closely held stock.

Case Study
Consider this hypothetical example of how a donation of closely held stock can make a significant impact on our work, while providing the donor benefits as well.

How to Complete Your Gift
Once you've decided a donation of closely held stock is right for you, follow these four steps to complete the process.

Action Items
Now that you know the possibilities of giving closely held stock, learn how to move forward with a plan that works best for you.

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