Closely Held Business Stock

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

How It Works

You make a gift of your closely held stock to UAB and get a qualified appraisal to determine its value
You receive a charitable income-tax deduction for the full fair-market value of the stock
UAB may keep the stock or offer to sell it back to your company

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

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Which Gift Is Right for You?

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