Closely Held Business Stock

How It Works
- You make a gift of your closely held stock to MKA 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
- MKA 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
- MKA receives a significant gift
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Contact Us
Chris Kenrick
Associate Director of Philanthropy
973-509-7933
Montclair Kimberley Academy
201 Valley Road
Montclair, NJ 07042
Federal Tax ID number: 23-7365263
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