Closely Held Business Stock

Closely Held Business Stock Diagram. Description of image is listed below.

How It Works

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


  • 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
  • Exeter receives a significant gift

More Information

Contact Us

Phil Perham
Director of Planned Giving


Phillips Exeter Academy
Office of Planned Giving
20 Main St. Exeter, NH 03833
Federal Tax ID Number: 02-0222174


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