Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Miranda Meyers
Associate Director of Advancement
Darrow School
110 Darrow Road
New Lebanon, NY 12125
E-mail: meyersm@darrowschool.org
518-704-2776

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