Support
Planned Giving
Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to Heritage Hall 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
- Heritage Hall 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
- Heritage Hall receives a significant gift
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Jenifer Standish, CFRE |
Heritage Hall |
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
Phone 405.749.3001
Fax 405.751.7372
Fax 405.751.7372
Heritage Hall is a co-educational college preparatory school in Oklahoma City. As one of the few secular private schools in the state, we offer a challenging academic curriculum for students from preschool through grade 12, as well as unique leadership opportunities, a wide spectrum of athletics, and a well developed fine arts program.
