GA is a PreK-12, coed, nonsectarian day school in Fort Washington, PA

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Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

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

More Information

Contact Us

Martin Dean, Associate Director
267-405-7458
Martin.Dean@germantownacademy.org

 

Germantown Academy
340 Morris Road
Fort Washington, PA 19034

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