Giving

Planned Giving

Give the gift of a Derryfield education.

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Derryfield 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. Derryfield 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
  • Derryfield receives a significant gift

Next Steps

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The Derryfield School

2108 River Road, Manchester, NH 03104     p: 603.669.4524     f: 603.625.9715