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Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Bonnie McLeskey, Associate Vice President of Planned Giving
(505) 313-7610
Bonnie.McLeskey@unmfund.org

Jen Jelson, Planned Giving, Estates and Trusts Manager
(505) 313-7607
Jen.Jelson@unmfund.org

 

The University of New Mexico Foundation
700 Lomas Blvd NE, Suite 108
Albuquerque, NM 87102

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