For full functionality of this page, it is necessary to enable JavaScript. Here are theinstructions on how to enable JavaScript in your web browser
In This Section

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to the WSU Foundation 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. The WSU Foundation 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 WSU Foundation receives a significant gift

More Information

Contact Us

Michael Lamb, EMBA, CFRE
Vice President for Planned Giving
Phone: 316-978-3804
mike.lamb@wichita.edu

 

Wichita State University Foundation
1845 Fairmount St.
Wichita, KS 67260-0002

Back

© Pentera, Inc. Planned giving content. All rights reserved.