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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 UAB 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. UAB 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
  • UAB receives a significant gift

More Information

Contact Us

Kimberley S. Coppock, J.D., Sr. Director of Development, Planned Giving

Kimberley S. Coppock, J.D.
Sr. Director of Development
Planned Giving
(205) 975-5970
kcoppock@uab.edu

 

UAB Office of Planned Giving
AB 1270
1720 2nd Avenue South
Birmingham, AL 35294
Federal Tax ID Number: 63-6005396

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