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 D-E 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. 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

 

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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Dwight-Englewood is a non-profit corporation accredited by the Middle States Association of Colleges and Secondary Schools and the New Jersey Association of Independent Schools. Dwight-Englewood School is an equal opportunity employer and does not discriminate on the basis of sex, ethnicity, age, national origin, religion, genetic information, marital status, sexual orientation, gender identity, pregnancy or military veteran status. The diversity of our student body supports our commitment to employ a diverse faculty and staff. Educators and staff from all backgrounds who bring knowledge and expertise in equity, diversity and multicultural education are especially encouraged to apply.
Mailing Address: 315 East Palisade Avenue Englewood, NJ 07631
gps: 81 Lincoln Street, Englewood, NJ 07631
201-569-9500 Email: d-e@d-e.org
Located in Englewood, New Jersey, Dwight-Englewood is a greater New York City area private school with a rigorous college prep curriculum for boys and girls in preschool through grade 12.