Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of stock to Valpo
  2. You receive a charitable income-tax deduction
  3. Valpo 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
  • Valpo receives a significant gift

Next Steps

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