Planned Giving

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Albany Law School 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. Albany Law School 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
  • Albany Law School receives a significant gift

More Information

Contact Us

Jeffrey M. Schanz, Ph.D.
Vice President for Institutional Advancement & Chief of Staff
Phone: 518-445-3219
Email: jscha@albanylaw.edu

 

Albany Law School
80 New Scotland Avenue
Albany, NY 12208-3494

Federal Tax ID Number: 14-1338309

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