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Gift Planning

Closely Held Business Stock

Closely Held Stock.png

How It Works

  1. You make a gift of your closely held stock to the University of Rochester 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. The University of Rochester 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
  • The University of Rochester receives a significant gift

Next Steps

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