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Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to CBMM 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. CBMM may keep the stock or offer to sell it back to your company

Benefits

  • 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
  • CBMM receives a significant gift

More Information

Contact Us

Liz LaCorte
Director of Development
410-745-4956
llacorte@cbmm.org

 

Chesapeake Bay Maritime Museum
213 North Talbot Street
St. Michaels, Maryland 21663

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