Closely Held Business Stock

How It Works

1. You make a gift of stock to the University of Rochester
2. You receive a charitable income-tax deduction
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 based on the fair-market value of stock
• You pay no capital-gain tax
• Your company may repurchase the stock, and your ownership interest is not diminished
• The University of Rochester receives a significant gift

Next Steps

• See a detailed description of this gift
• Request a confidential conversation with a gift-planning
  officer about this gift plan or other options
• Request a free eBrochure about this gift
  

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