Marshall University Foundation
E. A. Zimmerman
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
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Related Links
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Gifts of Business Interests
Illustration
How it works
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You give shares of closely-held stock to the MU Foundation. |
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Marshall offers the stock back to your company for redemption or re-purchase and uses the proceeds for its programs. |
Benefits
- You receive gift credit and an immediate income tax deduction for the appraised value of your shares, even if their original value was close to zero.
- You pay no capital gains tax on any appreciation that has taken place in the shares.
- Under certain conditions, you may be able to use closely-held shares to fund a life-income arrangement, such as a FLIP Unitrust.
- You can have the satisfaction of making a significant gift that benefits both you and the MU Foundation during your lifetime.