PLANNED GIVING

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 Southern Adventist 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. Southern Adventist 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
  • Southern Adventist University receives a significant gift

More Information

Contact Us

Kimberly Bobenhausen
Director of Planned Giving
kbobenhausen@southern.edu

Federal Tax ID Number: 62-0536733

 

Southern Adventist University
P.O. Box 370
Collegedale, TN 37315
Telephone: 423.236.2832
plannedgiving@southern.edu

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