Closely Held Business Stock

How It Works
- You make a gift of your closely held stock to UA and get a qualified appraisal to determine its value
- You receive a charitable income-tax deduction for the full fair-market value of the stock
- UA 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
- UA receives a significant gift
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Contact Us
Toll Free: (800) 845-4877
Phone: (520) 621-1993
Fax: (520) 626-7800
Email: plangift@al.arizona.edu
The University of Arizona Foundation
Office of Gift Planning
1111 N. Cherry Avenue
P.O. Box 210109
Tucson, AZ 85721-0109
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