Making a planned gift is a wonderful way to achieve your own personal, financial, estate-planning, and philanthropic goals while you support the community and the causes you care about most.

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 The Community Foundation 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. The Community Foundation 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
  • The Community Foundation receives a significant gift

More Information

Contact Us

Sharon Cappetta, CAP®
Director of Development

Liana Garcia, MS, PMP, CAP®
Director of Gift Planning


The Community Foundation for Greater New Haven
70 Audubon St.
New Haven, CT 06510

Federal Tax ID Number: 06-6032106


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