We will work directly with your clients' corporate counsel to arrange these transactions. If your clients own control stock, they must fulfill all of the other requirements of Rule 144. For specific questions on restricted or privately held stock, please contact us . Our donor-advised fund gives your clients the opportunity to encourage charitable giving by their heirs. Donors may elect a successor to take over the account after their death.
Successors then have the right to make grant recommendations.
Donors may also recommend that a favorite charitable organization receive the assets in their account after they die. Multiple successors can be named to continue the tradition of giving for many generations. Your clients can begin to teach their children about charitable giving at an early age. Because the Gift Fund has chosen Fidelity Investments as its investment manager, you and your clients can have confidence that the assets are well managed. Donors may recommend that their contributions are invested in one or a combination of four investment pools .