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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 Wilmington College 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. Wilmington College 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
  • Wilmington College receives a significant gift

More Information

Contact Us

Tammy Shadley ’90
Vice President, Chief Advancement and Alumni Officer
advancement@wilmington.edu
937.481.2313

 

Wilmington College
1870 Quaker Way
Wilmington, OH 45177

Federal Tax ID Number: 31-0537514

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