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 UTIA 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. UTIA 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
  • UTIA receives a significant gift

More Information

Contact Us

Angelia M. Nystrom, JD, LLM
Executive Director of Specialty Programs
Phone: 865-974-7423
Email: anystrom@tennessee.edu

 

Dr. Keith Barber
Vice Chancellor of Institutional Advancement
Phone: 865-974-5779
Email: kbarber@utfi.org

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Together We Grow is a historic campaign for the University of Tennessee Institute of Agriculture. It will take all of us to grow. Together, we can impact tomorrow.