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Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Randall Vogelzang
Director of Gift Planning and Major Gifts
616-526-8719
giftplanning@calvin.edu

Federal Tax ID Number: 38-3071514

 

Calvin University
3201 Burton Street SE
Grand Rapids, MI 49546-4388

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