Closely Held Stock

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to St. John's 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. St. John's 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
  • St. John's receives a significant gift

More Information

Contact Us

Gift Planning Services
505-984-6109
plannedgiving@sjc.edu

 

St. John’s College
60 College Avenue
Annapolis, MD 21401

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