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Action Items
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 Kristina M. Lentz at 617-892-9182 or Kristina.Lentz@pinestreetinn.org 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.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
