Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to the Arboretum 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
- the Arboretum 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
- the Arboretum receives a significant gift
Request an eBrochure
Which Gift Is Right for You?
Contact Us
The Morton Arboretum
Development Office
(630) 725-2146
legacygiving@mortonarb.org
The Morton Arboretum
4100 Illinois Route 53
Lisle, IL 60532
