Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Adelphi and get a qualified appraisal to determine its value
  2. You receive a charitable income-tax deduction for the full fair-market value of the stock
  3. Adelphi 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
  • Adelphi receives a significant gift

More Information

Contact Us

Amy Harrison
Phone: 516.877.3751
Email: harrison@adelphi.edu

 

1 South Avenue
P.O. Box 701
Garden City, NY 11530-0701

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Amy Harrison
Executive Director of Gift Planning
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