Gift Planning
- Welcome to Gift Planning
- George Washington Society
- Benefits of Giving Wisely
- Ways to Give Wisely
- Goals & Benefits
- Gift Plans »
- Assets You Can Give »
- Resources »
- Attorney Information
- Personal Illustration
- Newsletters
- Contact Us
- Tip of the Day
Gift
Plans Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate
Gifts of Business Interests
CLICK HERE FOR A DETAILED EXPLANATION
How it works
You give shares of closely-held stock to Washington College.
Washington College 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 Washington College 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 410-810-7411 so that we can assist you.
300 Washington Avenue, Chestertown, Maryland 21620 | 410-778-2800 | 800-422-1782