How It Works
- You make a gift of your closely held stock to Northwell Health 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
- Northwell Health 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
- Northwell Health receives a significant gift
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Which Gift Is Right for You?
Contact Us
Alexandra P. Brovey, J.D., LL.M.
Senior Director, Gift Planning
Phone: (516) 321-6262
E-Mail: abrovey@northwell.edu
Hazel Paulino
Gift Planning Project Manager
Phone: (516) 321-6260
E-Mail: hpaulino@northwell.edu
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