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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 St. Sebastian's 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. St. Sebastian's 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
  • St. Sebastian's receives a significant gift

 

Contact Us

Richard F. Arms P’14                     
Senior Advancement Officer
781-247-0116 office
508-450-5063 cell
richard_arms@stsebs.org

St. Sebastian’s School 
1191 Greendale Avenue
Needham, MA 02492
Federal Tax ID #42-1552247

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