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Butler Campus
Gift Planning

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Mike Eikenberry
Executive Director of Major Gifts
& Planned Giving

317-940-8940
meikenbe@butler.edu

 

Butler University
4600 Sunset Ave.
Indianapolis, IN 46208

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