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Giving to the Foundation: Ways to Give

Closely Held Stock

Closely held non-publicly traded securities may be accepted and may be subsequently sold only after approval of the Vice President of College Advancement and Executive Director of the Foundation.

Note on Restricted Securities

The Foundation is not able to accept gifts of restricted securities (also known as unregistered securities, investment-letter stock, control stock, or private placement stock). Restricted securities are infrequently given as gifts because of the difficulty in transferring ownership and determining fair market value.

To our donors: Your gift to the Pellissippi Foundation will impact your financial situation. This Web site does not provide legal or financial advice. Consult your attorney, tax adviser, and the Foundation before making or planning a gift.

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