Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to Stevens and get a qualified appraisal to determine its value
- You receive a charitable income-tax deduction for the full fair-market value of the stock
- Stevens 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
- Stevens receives a significant gift
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Contact Us
Michael Governor
Senior Director of Planned Giving
Email: michael.governor@stevens.edu
Office: 201-216-8967
Mobile: 201-388-8802
Stevens Institute of Technology
1 Castle Point Terrace
Hoboken, NJ 07030
Federal Tax ID number: 22-1487354
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