Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to IC and get a qualified appraisal to determine its value
- You receive a charitable income-tax deduction for the full fair-market value of the stock
- IC may keep the stock or offer to sell it back to your company
Benefits
- You receive an income-tax deduction for the fair-market value of stock
- You pay no capital-gain tax on any appreciation
- Your company may repurchase the stock, thereby keeping your ownership interest intact
- IC receives a significant gift
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Pamela Sheradin |
Ithaca College |
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer