Ways to Give

Page Title

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Robert Skrydlak or Mike O'Malley
Phone: 402.280.1143/800.334.8794
Fax: 402.280.2393
Email: giftplanning@creighton.edu

 

Gift and Estate Planning
2500 California Plaza
Omaha, NE 68178-0115

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