Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Kristina Gregg
Executive Director of Gift Planning
Phone: 561-297-2058
Fax: 561-297-2520
E-mail: k.gregg@fau.edu or gift.planning@fau.edu

 

FAU Foundation
Office of Gift Planning
777 Glades Road, ADM 247
Boca Raton, FL 33431

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