Closely Held Business Stock

 

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Greg Dugard
Senior Director
Office of Gift Planning
Ph: (877) 631-8631
Fax: (574) 631-8325
gdugard@nd.edu

 

University of Notre Dame
Eddy Street Commons at Notre Dame
1251 N. Eddy Street, Suite 300
South Bend, IN 46617

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