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 St. John's 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. St. John's 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
  • St. John's receives a significant gift

More Information

Contact Us

Tom Veith
Associate Director of Advancement
tveith@stjohnschs.org
202-363-2316

 

St. John’s College High School
2607 Military Road, NW
Chevy Chase, DC 20015
Federal Tax ID Number: 53-0242993

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For More Information

For more information about making an estate gift or the De La Salle Legacy Society, please contact Associate Director of Advancement Tom Veith at 202-363-2316, or tveith@stjohnschs.org.