Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to KMF 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. KMF 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
  • KMF receives a significant gift

More Information

Contact Us

Robert A. Shively, CAE, CFRE
Executive Director
785.357.7646
bob@kansasmasonic.foundation

 

Kansas Masonic Foundation, Inc.
2909 SW Maupin Lane
Topeka, Kansas 66614-5335

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