Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to D-E 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
- D-E 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
- D-E receives a significant gift
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Maria Gardner
Director of Alumni Affairs and School Archivist
sanchm@d-e.org
(201) 227-3111
Dwight-Englewood School
315 E. Palisade Avenue
Englewood, NJ 07631
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