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Closely Held Business Stock

Diagram Description

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Missouri S&T 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. Missouri S&T 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
  • Missouri S&T receives a significant gift

More Information

Request an eBrochure

Request an eBrochure with more information about this gift.

Which Gift Is Right for You?

Find out which gifts match you best with our Life Stage Gift Planner™.

Contact Us

John D. Held, II
Executive Director of Gift Planning
heldjohn@mst.edu
573-341-6533 Office
712-291-5004 Cell

 

University Advancement
107 Castleman Hall
400 West 10th Street
Rolla, MO 65409

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1100 N. Pine St., Rolla, MO 65409 | 573-341-4944 | 800-392-4112

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