Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

CONTACT US

Ted Tolcher
Assistant Vice President
Planned & Major Gifts
Advancement
(989) 774-1441
(800) 358-6903
ted.tolcher@cmich.edu

 

Central Michigan University
Carlin Alumni House
Mt. Pleasant, MI 48859

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