Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Rose-Hulman Institute of Technology 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. Rose-Hulman Institute of Technology may keep the stock or offer to sell it back to your company


  • 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
  • Rose-Hulman Institute of Technology receives a significant gift

More Information


Cora Griffin Grounds
Assistant Director of Planned Giving
(812) 877-8760 or (812) 229-0618


Rose-Hulman Institute of Technology
Office of Institutional Advancement
5500 Wabash Avenue
Terre Haute, IN 47803


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