Gifts of Business Interests

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How it works

You give shares of closely-held stock to The Hotchkiss School.

The Hotchkiss School receives dividends from the stock, or offers the stock back to your company for redemption or re-purchase.

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.
• You have the satisfaction of making a significant gift that benefits both you and The Hotchkiss School during your lifetime.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about gifts of business interests, Email us, complete the Information Request Form, or call us at (860) 435-3263 so that we can assist you.