Front diagonal view of Mission House

Legacy Giving

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Julie Lazarus
Senior Planned Giving Officer
978-338-1172
jlazarus@thetrustees.org

 

The Trustees of Reservations
200 High Street, 4th Floor
Boston, MA 02110

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