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Gifts of Closely Held Stock

How Gifts of Closely Held Stock Work

How It Works

  1. You make a gift of your closely held stock to the Archdiocese 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 Archdiocese may keep the stock or offer to sell it back to your company


  • 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 Archdiocese receives a significant gift

Contact Us

Planned Giving Office
[email protected]
 Archdiocese of New York
1011 First Avenue
14th floor
New York, NY 10022

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