Closely Held Business Stock

How It Works
- You make a gift of your closely held stock to Utah and get a qualified appraisal to determine its value
- You receive a charitable income-tax deduction for the full fair-market value of the stock
- Utah 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
- Utah receives a significant gift
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Contact Us
Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu
Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu
Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu
801-581-6824
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