University Advancement
Office of Planned Giving
John Dodge House
507 Golf View
Rochester, MI 48309-4488
(248) 370-3698
Fax (248) 370-6141
giftplan@oakland.edu
Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to OU 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
- OU 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
- OU receives a significant gift
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Colette O'Connor |
Oakland University |
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer