ChristianaCare

Charitable 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 ChristianaCare 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. ChristianaCare 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
  • ChristianaCare receives a significant gift

More Information

Contact Us

Amy Bielicki
Director of Development and Planned Giving
Amy.Bielicki@ChristianaCare.org
(302) 327-3337

 

ChristianaCare
4000 Nexus Drive, Suite W3-300
Wilmington, DE 19803

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