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Welcome to Gift Planning > What to Give > Closely Held Stock

Closely Held Business Stock

Diagram Description

How It Works

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

More Information

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Request an eBrochure with more information about this gift.

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Contact Us

Angelia Nystrom (865) 524-1223, ext. 121 anystrom@etf.org Federal Tax ID Number: 62-0807696

East Tennessee Foundation ATTN: Angelia Nystrom 520 W. Summit Hill Drive, Suite 1101 Knoxville, TN 37902

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