Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to the College at Oneonta Foundation 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 College at Oneonta Foundation 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 College at Oneonta Foundation receives a significant gift

More Information

Contact Us

Jill Mirabito
Director of Gift Planning
Phone: 607-436-2781
Mobile: 607-427-4642
jill.mirabito@oneonta.edu

 

Address:
308 Netzer Administration Building
Oneonta, NY 13820

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