Closely Held Business Stock

Closely Held Business Stock Diagram. Description of image is listed below.

How It Works

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

More Information

Contact Us

Andrea Olczak
Chief Development Officer
giftplanning@uh.edu
713-743-6313

 

University of Houston
Office of Gift and Estate Planning
5000 Gulf Freeway, Building 1, Suite 300
Houston, TX 77204-2013

Federal Tax ID Number: 74-6001399

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