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 Temple Emanu-El 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. Temple Emanu-El 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
  • Temple Emanu-El receives a significant gift

Contact Us

Livia Massuda Kutsher, MBA
Director of Planned Giving and Endowments
Livia.kutsher@emanuelnyc.org
212-507-9568

Legal Name: Congregation Emanu-El of the City of New York
Federal Tax ID Number: 13-1623975
1 East 65th Street, New York, NY 10065

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