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Gifts of Business Interests

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How it works

  You give shares of closely-held stock to Lyon College.

  Lyon College receives dividends from the stock, or offers the stock back to your company for redemption or re-purchase.

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.
  • You have the satisfaction of making a significant gift that benefits both you and Lyon College during your lifetime.

More

To learn more about gifts of business interests, Email us, complete the Information Request Form, or call us at 870-793-1767 so that we can assist you.

Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Pooled Life Income Fund Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Real Estate Retirement Plan
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