Planned Giving
Leave a legacy that lasts...
Gifts of Business Interests
CLICK HERE FOR A DETAILED EXPLANATION
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How it works
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You give shares of closely-held stock to Earlham School of Religion. |
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Earlham School of Religion 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 Earlham School of Religion 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 1-800-432-1ESR so that we can assist you.
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