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 SHELTER, Inc. 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. SHELTER, Inc. 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
  • SHELTER, Inc. receives a significant gift

More Information

Contact Us

Julie Clemens
Director of Development
925-957-7572
Julie.Clemens@shelterinc.org

 

SHELTER, Inc.
1333 Willow Pass Road, Suite 206
Concord, CA 94520

Back

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