Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to Kinkaid 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
- Kinkaid 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
- Kinkaid receives a significant gift
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Lisa Wood
Assistant Director of Advancement
(713) 243-5023
legacygiving@kinkaid.org
The Kinkaid School
201 Kinkaid School Drive
Houston, TX 77024
Federal Tax ID Number: 76-0295523
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer