Gifts of Business Interests

Closely held stock

How it works

You give shares of closely-held stock to MDA.

MDA 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 MDA during your lifetime.

For more information

Email us, complete the personal illustration form, or call us at 800-223-6011 so that we can assist you through every step of the process.