Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Paul Miller - Major Gifts Officer
617-414-5505
paul.miller@bmc.org

 

BMC Office of Development
801 Massachusetts Avenue, 1st Floor
Boston, MA 02118

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Disclaimer

The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to BMC. We would be pleased to discuss, in confidence, ways in which you may support BMC. These measures may also have an impact on your estate planning.