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Closely Held Business Stock

Closely Held Business Stock Diagram. Description of image is listed below.

How It Works

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

More Information

Contact Us

Lisa Wood
Assistant Director of Advancement
(713) 243-5023
legacygiving@kinkaid.org

 

The Kinkaid School
201 Kinkaid School Drive
Houston, TX 77024
Federal Tax ID Number: 76-0295523

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