Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Amy Eaton
Associate Vice President
Office of Development
503-943-8551
eatona@up.edu

 

University of Portland
5000 N. Willamette Blvd.
Portland, Oregon 97203-5798

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