Closely held business stock
How it works
- You make a gift of your closely held stock to Rochester and get a qualified appraisal to determine its value
- You receive a charitable income-tax deduction for the full fair-market value of the stock
- 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
- Rochester receives a significant gift
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Contact us
University of Rochester
Office of Trusts, Estates & Gift Planning
Box 278799
Rochester, NY 14627-8799
Federal Tax ID Number: 16-0743209
1-800-MELIORA (1-800-635-4672)
Phone: (585) 275-8894
Fax: (585) 276-1986
E-mail: giftplanning@rochester.edu
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Address for US Mail:
University of Rochester
Box 278799
Rochester, NY 14627-8799
Address for deliveries requiring a signature:
(FedEx, UPS, etc...)
University of Rochester
Office of Trusts, Estates & Gift Planning
300 East River Road, #117
Rochester, NY 14623
Phone: (800) MELIORA - (585) 275-8894
Fax: (585) 276-1986
Email: giftplanning@rochester.edu
University of Rochester
Federal Tax ID# 16-0743209