Closely Held Business Stock

Closely Held Business Stock Diagram. Description of image is listed below.

How It Works

  1. You make a gift of your closely held stock to Maryknoll Fathers and Brothers 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. Maryknoll Fathers and Brothers 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
  • Maryknoll Fathers and Brothers receives a significant gift

Contact Us

Cynthia Lynch, CFRE
Unit Manager, Major and Planned Giving
914-559-2374
clynch@maryknoll.org

Catholic Foreign Mission Society of America, Inc.
PO Box 345
Maryknoll, NY 10545-0345
Federal Tax ID Number: 13-1740144

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