Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to the Medic One Foundation 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 Medic One Foundation 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 Medic One Foundation receives a significant gift

More Information

Contact Us

Sara Oshikawa-Clay
Directory of Philanthropy
425-625-2032
sara@mediconefoundation.org

 

Medic One Foundation
11747 NE 1st Street, Suite 310
Bellevue, WA 98005

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