Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to the Institute for Public Service 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 Institute for Public Service 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 Institute for Public Service receives a significant gift

More Information

Contact Us

Kristen Davis
Director of Development
(865) 974-6621
kristen.davis@tennessee.edu
www.ips.tennessee.edu

 

UT Institute for Public Service
1610 University Avenue
Knoxville, TN 37921

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