Gift Plans Appreciated Securities BequestBusiness InterestsCash Charitable Bargain Sales Charitable Gift Annuity Charitable Lead Trust Deferred Gift AnnuityLife Insurance »
Life Insurance Lifetime Gifts of Insurance Gift-Replacement Life Insurance
Partnership InterestsPersonal PropertyReal Estate Remainder Annuity Trust Remainder Unitrust Retained Life Estate Retirement PlansTestamentary Life-Income
Resources Frequent Questions Glossary

Jump to Content

Related Links
· 

Gift illustration
 · 

Complete gift description
 · 

Is this gift for you?
 «

Back

Gifts of Business Interests

Closely held stock

How it works

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

Samford 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 Samford during your lifetime.


For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.