Tools of the Trade

Richard Samuels. (Photo by Cheryl Senter.)

Tools of the Trade: Gifts of closely held stock and related assets

November 15, 2019

Contributions of all types of stock to charity are growing nationwide. In this installment of the New Hampshire Charitable Foundation's "Tools of the Trade" series, Richard Samuels, a director in the Corporate Department of McLane Middleton, talks about how gifts of closely held stock can have big charitable impact — and why timing and planning are critical to the process