Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to RISD 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. RISD 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
  • RISD receives a significant gift

More Information

Contact Us

Rebecca Dupras
Senior Planned Giving Officer
401-427-3151
rdupras@risd.edu

Chad Nelson
Senior Planned Giving Officer
401-454-6189
cnelson@risd.edu

 

Rhode Island School of Design
Two College Street
Providence, RI 02903

Contact Institutional Advancement at lcamara@risd.edu or 401 454-6304

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