Planned Giving

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 Food Bank of the Rockies 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. Food Bank of the Rockies 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
  • Food Bank of the Rockies receives a significant gift

More Information

Contact Us

Melannie Grimme
Vice President of Philanthropy
720-715-7724
mgrimme@foodbankrockies.org

 

Food Bank of the Rockies
10700 E. 45th Ave.
Denver, CO 80239
Federal Tax ID Number: 84-0772672

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