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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 Kent 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. Kent 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
  • Kent receives a significant gift

Contact Us

Greg Carter
Director of Advancement
860-927-6279
carterg@kent-school.edu

Kent School
1 Macedonia Road, PO Box 2006
Kent, CT 06757

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Kent School is an equal opportunity employer and is committed to maintaining an inclusive and respectful environment for employees and students that is free from discrimination.  Consistent with specific protections under federal, state, and local laws and regulations, Kent School will not tolerate discrimination against students or employees based on race, color, ancestry, national origin, religious creed, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), disability (including present or past physical, mental, learning and intellectual disabilities), age, genetic information, marital status (including civil unions), sexual orientation, gender identity or expression, or any other characteristic protected by law (the “Protected Characteristics”).​