Closely Held Business Stock

How It Works

You make a gift of your closely held stock to OU and get a qualified appraisal to determine its value
You receive a charitable income-tax deduction for the full fair-market value of the stock
OU 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
OU receives a significant gift

Request an eBrochure

Which Gift Is Right for You?

Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400

University Advancement

Frances M. Moceri House
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]