Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Compassion & Choices 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. Compassion & Choices 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
  • Compassion & Choices receives a significant gift

More Information

Contact Us

Sam Young, ESQ-LSW
Planned Giving Advisor
(800) 247-7421, x2152
plannedgiving@compassionandchoices.org

 

Compassion & Choices
101 SW Madison Street, #8009
Portland, OR 97207

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