Planned Giving

Girl from Indonesia with giant smile

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 Smile Train 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. Smile Train 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
  • Smile Train receives a significant gift

More Information

Contact Us

Dawn Ellwood
315-610-6966
plannedgiving@smiletrain.org

 

Smile Train
633 Third Ave, 9th Floor
New York, NY 10017

Federal Tax ID Number: 13-3661416

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