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.

We hope our website has answered many of your questions about supporting our mission through a gift of closely held stock. Take these steps to put what you've learned into action.

• Make an appointment with your attorney or other professional advisors to discuss how a gift of closely held stock might fit into your plans.
• Please contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or pginfo@ohsu.edu to discuss your particular situation and to ask any questions you may have about supporting us with a gift of closely held stock. We're here to help.