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 IndyHumane 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. IndyHumane 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
  • IndyHumane receives a significant gift

More Information

Contact Us

Gina Hays
Chief Development Officer
ghays@indyhumane.org
317.489.3673

 

Humane Society of Indianapolis
7929 N. Michigan Road
Indianapolis, Indiana 46268
Federal Tax ID#: 35-0876385

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