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Phone
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Planned
Giving

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Annalise Smith
Senior Vice President of Philanthropy
(239) 261-4404
Foundation@Avowcares.org

 

Avow Foundation, Inc.
1095 Whippoorwill Lane
Naples, FL 34105

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