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Planned Giving

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 Salve Regina 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. Salve Regina 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
  • Salve Regina receives a significant gift

More Information

Contact Us

Sandra Anthoine
Assistant Vice President of Development & Planned Giving
sandra.anthoine@salve.edu
401-341-2101

Federal Tax ID Number: 05-0259080

 

Salve Regina University
100 Ochre Point Drive
Newport, RI 02840

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