Closely Held Business Stock

Closely Held Business Stock Diagram. Description of image is listed below.

How It Works

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

More Information

Contact Us

Dr. Vance Bristow
Assistant Vice President for Planned Giving
205-348-4770
Vance.bristow@ua.edu

 

The University of Alabama
355 Rose Administration Building, Box 870123
Tuscaloosa, AL 35487
Federal Tax ID Number: 63-6001138

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