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Gifts of Business Interests
CLICK HERE FOR A DETAILED EXPLANATION
How it works
You give shares of closely-held stock to Julie Billiart School.
Julie Billiart School receives dividends from the stock, or offers the stock back to your company for redemption or re-purchase.
Benefits
- You receive gift credit and an immediate income tax deduction for the appraised value of your shares, even if their original value was close to zero.
- You pay no capital gains tax on any appreciation that has taken place in the shares.
- Under certain conditions, you may be able to use closely-held shares to fund a life-income arrangement.
- You have the satisfaction of making a significant gift that benefits both you and Julie Billiart School during your lifetime.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about gifts of business interests, Email us, complete the Information Request Form, or call us at (216) 381-1191 so that we can assist you.
The Julie Billiart School
4982 Clubside Rd.
Lyndhurst,OH 44124
(216) 381-1191 | Fax: (216) 381-2216
