Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to SFI 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
- SFI may keep the stock or offer to sell it back to your company
- 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
- SFI receives a significant gift
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Which Gift Is Right for You?
If you have any additional questions or would like to discuss the specifics of your planned gift, please call 505-946-2720 or email firstname.lastname@example.org.
Santa Fe Institute
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