Gift Planning

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Carroll University 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. Carroll University 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
  • Carroll University receives a significant gift

More Information

Contact Us

Katie Cyrus
Assistant Director of Gift Planning
262.951.3014
kcyrus@carrollu.edu

 

Office of Institutional Advancement
100 N. East Avenue
Waukesha, WI 53186

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

Ready to give?Donate online today

Panoramic View of campus