Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Shelley Ward
Senior Director of Major and Planned Gifts
859.622.8090
Shelley.Ward@eku.edu

 

Eastern Kentucky University
CPO 19A
521 Lancaster Avenue
Richmond, KY 40475

Federal Tax ID Number: 61-1131682

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