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.

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

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