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 DAR 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. DAR 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
  • DAR receives a significant gift

More Information

Contact Us

Office of Development
(800) 449-1776
giftplanning@dar.org
Tax ID: 53-0205923

 

Daughters of the American Revolution
1776 D Street NW
Washington, D.C. 20006
dar.10to8.com

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