Planned Giving

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Rhonda McClung
Assistant Vice President for Gift Planning and Development
(940) 397-4728
rhonda.mcclung@msutexas.edu

 

3410 Taft Blvd.
Hardin 110
Wichita Falls, TX 76308

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer