Gift Planning

Action Items

We hope our website has answered many of your questions about giving closely held stock to WSU Foundation after your lifetime. Here are some actions to take to learn more about this way to support our mission.

Make an appointment with your attorney or other professional advisors to discuss how a gift of closely held stock might fit into your plans.
Contact Mike Connell at 509-335-5865 or connell@wsu.edu with any questions you have.

Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items

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.

All planned gifts are subject to review and approval of the WSU Foundation Gift Acceptance & Management Committee.
All tax benefits may vary.

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