Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to Queen's and get a qualified appraisal to determine its value
- You receive a charitable income-tax deduction for the full fair-market value of the stock
- Queen's 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
- Queen's receives a significant gift
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Julia Ramos
Manager, Donor Services
Queen’s Philanthropy
(808) 881-4420
QueensPhilanthropy@queens.org
The Queen’s Health Systems
ATTN: Philanthropy
PO Box 3445
Honolulu, Hawaii 96801-3445
Federal Tax ID Number: 99-0238120
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
