Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Emily Hirshbein
Director, Planned Giving

Matthew Del Greco
Senior Associate


Federal Tax ID Number: 13-1740011

 

Phone: 718 220 6894
Email: plannedgiving@wcs.org

2300 Southern Boulevard
Bronx, NY 10460

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