If you own shares of stock in a closely held corporation, you might want to consider donating some of them to OETA. There can be tax benefits for you and, perhaps, for the company as well. Although we cannot be legally bound to do so, it is very likely that OETA will offer the shares for redemption by the company soon after receiving them. This provides OETA with much needed funds and you retain full control of the corporation.
It is important, however, that you contact us before making any such arrangements. We can then determine if OETA has the ability to accept your gift of closely held stock.
For More Information
Estate plans should be made with your financial advisor. OETA Foundation will be happy to work with you and your professional advisor to discuss the benefits of the plans listed here and how they can work for you. Please contact us anytime.
Speak with us in the Office of Planned Giving at OETA by calling 405.848.8501 or emailing us at email@example.com.