Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to BIDMC 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. BIDMC 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
  • BIDMC receives a significant gift

More Information

Contact Us

Kim Hardy Erskine
Director of Planned Giving
Office of Development
(617) 667-7327
plannedgiving@bidmc.harvard.edu

 

Beth Israel Deaconess Medical Center
330 Brookline Avenue (OV)
Boston, MA 02215

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer