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Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Telephone: (415) 476-1475
Fax: (415) 476-0601
Email: giftplanning@ucsf.edu

 

Office of Gift & Endowment Planning
University of California, San Francisco
220 Montgomery Street, 5th Floor
San Francisco, CA 94104

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