Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to Deerfield 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
- Deerfield 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
- Deerfield receives a significant gift
More Information
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Which Gift Is Right for You?
Contact Us
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Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning Jessica Remillard P’26, Planned Giving Coordinator Email: plannedgiving@deerfield.edu |
Deerfield Academy |
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