Closely Held Business Stock

 

 

How It Works

1. You make a gift of stock to the ESU Foundation
2. You receive a charitable income-tax deduction
3. The ESU Foundation may keep the stock or offer to sell it back to your company

Benefits

• You receive an income-tax deduction based on the fair-market value of stock
• You pay no capital-gain tax
• Your company may repurchase the stock, and your ownership interest is not diminished
• The ESU Foundation receives a significant gift

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Request an eBrochure with more information about this gift

 

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