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 Catholic University 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. Catholic University 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
  • Catholic University receives a significant gift

More Information

Contact Us

Isabel de la Puente
Senior Director of Planned Giving
Phone: 202-319-6914
Email: delapuente@cua.edu

 

The Catholic University of America
Division of University Advancement
620 Michigan Ave., N.E.
Washington, DC 20064

Federal Tax ID Number: 53-0196583

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