How to Complete Your Gift 

Here's how to take advantage of charitable giving through a gift of closely held stock.

  1. Let Willamette University know of your intentions. Be sure there are no restrictions on the transfer of your stock, and it is debt-free. Once we know your plans for making a gift of closely held stock, we can evaluate it to ensure that we can accept the stock according to our guidelines.
  2. Determine how you would like Willamette University to use your gift of closely held stock. Do you have a particular program in mind that you would like to fund with your gift? Or will your gift be unrestricted, enabling us to use the proceeds for our most pressing needs? If you choose to specify the purpose for your gift, please let us know so we can ensure that your intentions can be fulfilled.
  3. Meet with your professional advisors. Discuss your possible tax and financial benefits with your professional advisors to ensure that this gift meets your goals. If the value of your shares is greater than $10,000, you will also need to arrange for a qualified appraisal to document your charitable income tax deduction.
  4. Meet with us to finalize your gift. During this meeting, we will discuss the three steps above and complete any necessary paperwork, including endorsing the stock certificates to us. Finally, let us thank you for your gift!
If you have any questions about these steps or how to begin the process of completing your gift of closely held stock, please contact Lori L. Hoby at (866) 204-8102 or lhoby@willamette.edu.