Skip to content
  • Login
Planned Giving WikiPlanned Giving Wiki
  • Newsletter

    Thank You for Subscribing!

    Check your inbox (and spam box) for instructions.

    Major Gifts Today

    Meant to be Skimmed. Not Read.

    The Newsletter for the busy fundraiser!

    Always Current. Highly Focused

    Valuable interviews, information, and advice for building your nonprofit — and your career.

    Subscribe to Success!

    Bite-sized articles from industry experts, exploring trends and offering nonprofit success stories and tips for personal and professional development.

  • About
    • About
    • Moderators and Contributors
    • Contact Us
  • Begin Here
    • How this Website is Organized
    • It’s Not About Money
    • Launching a Planned Giving Program
    • Art and Science
    • Getting Your Board on Board
    • Fundraising IQ
    • Subscribe
  • Subscription Content

    Subscription Content

    This section includes intensive content. See what's included or subscribe here with tiered pricing based on your needs.

    Ultimate Quick Reference Planned Giving Pocket Guide

    Get the Planned Giving Pocket Guide for Professional Fundraisers (over 4000 sold!)

    Simple Gifts

    The Simple Gifts

    Usually easy to give and easy to receive. These are assets already in the possession of the donor and gifting them do not affect cashflow during lifetime.

    Read more

    Life Income Gifts

    These gifting vehicles return a steady stream of income to the donor and other beneficiaries.

    Read more
    Asset Protection

    Gifts that Protect Assets

    These gifts help maintain the benefits of owning an asset while making a gift.

    Read more
    Trusts 101

    Trusts

    Trusts assure that financial, familial and estate matters remain private. Trusts do not go through a probate process and are not subject to any kind of public review.

    Read more
    Compare Gift Plans
    Glossary
    Tax Law Updates
    Free Downloads
  • Tools
    • Calculators
    • Downloads
  • Subscribe
  • Login

Home » Simple Gifts » Business Interests, Closely Held Stock, Partnerships » Business Interests, Closely Held Stock, Partnerships: Related Downloads

Business Interests, Closely Held Stock, Partnerships

Related Downloads

Green Download Icon for Related Downloads

Checklist for Gifts of Business Interests

Download and customize header with your logo. Always use as reminders and file with appropriate paperwork. In MS Word.

BACK

GENERAL DOWNLOADS

BACK
THE SIMPLE GIFTS
  • Stocks / Securities
  • Bequests
  • Business Interests, Closely Held Stock, Partnerships
  • Donor Advised Fund
  • Intellectual Rights
  • Life Insurance: Lifetime Gifts
  • Life Insurance: Paid-Up Policy
  • Life Insurance: Revocable Beneficiary
  • Mineral Interests
  • Real Estate – Outright
  • Retirement Plan: Lifetime Gifts
  • Retirement Plan: Estate Distributions
  • Tangible Personal Property

Major Gifts LLC
1288 Valley Forge Road
Unit 82
Valley Forge, PA 19460

800.490-7090
484.680.7800 local
610.672.9684 fax
Succeed@MajorGifts.com

Subscribe
Privacy
Terms and Conditions
Contact

MajorGifts.com
PlannedGiving.com
GiftPlanning.org

Share
Follow

Major Gifts Today

Claim Your Free Subscription

Your information is safe. Privacy policy.

Thank You for Subscribing!

Check your inbox (and spam box) for instructions.

Copyright 2023 © PlannedGiving.Com
  • Assign a menu in Theme Options > Menus
  • WooCommerce not Found
  • Newsletter
  • Log In


    Join Now | Lost Password?

  • Subscribe

Planned Giving Bible Favicon

Planned Giving Bible Favicon

Registration Has Its Benefits!

Your information is kept private and we never spam.

PlannedGiving.Com

Valley Forge, Pennsylvania