How You Can Help

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 DRI 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. DRI 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
  • DRI receives a significant gift

 

Contact Us

Office of Gift Planning
jshapiro@drif.org
(800) 321-3437

Diabetes Research Institute Foundation, Inc.
1450 N.W. 10th Avenue, 2nd Floor
Miami, FL 33136

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