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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 Vanderbilt 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. Vanderbilt 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
  • Vanderbilt receives a significant gift

More Information

Contact Us

Vanderbilt University
Office of Planned Giving
PMB 407756
2301 Vanderbilt Place
Nashville, TN 37240-7756

 

615-343-3113 or
Toll Free 888-758-1999
plannedgiving@vanderbilt.edu

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