Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Yale New Haven Hospital 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. Yale New Haven Hospital 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
  • Yale New Haven Hospital receives a significant gift

More Information

Contact Us

Dan Weintraub
Senior Development Officer, Planned Giving
(203) 688-5902
dan.weintraub@ynhh.org

 

Yale New Haven Hospital
Office of Development
P.O. Box 1849
New Haven, CT 06508-9979

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