Business Interests – Gifts of Closely Held Stock

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How It Works

You give shares of closely-held stock to Oxford University.

Oxford University offers the stock back to your company for redemption or re-purchase and uses the proceeds for its programs.

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, such as a FLIP Unitrust.
  • You can have the satisfaction of making a significant gift that benefits both you and Oxford University during your lifetime.

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For more information

If you are considering a gift of Business Interests, email us, complete the personal illustration form, or call us at 212 377 4900 so that we can assist you through every step of the process.