Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Brian Pinto, MPA, CFRE
Assistant Vice President of Major and Planned Giving
610-929-6728
bpinto@albright.edu

 

Albright College
13th and Bern Streets
Reading, PA 19612

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