Gifts are reviewed on a case-by-case basis and are subject to the Foundation’s approval.
You may choose to contribute all or a portion of your interest and receive an income tax deduction for the full fair market value. Since closely held stock doesn’t trade publicly, a qualified independent appraiser must assign a value to the shares.
How do I contribute gifts of closely held stock or limited liability partnership interests?
Please contact a member of our Development Department at (937) 222-0410 to discuss the details of such a proposed gift.
With any gift arrangement, we recommend that you consult with your financial planner or attorney first. All gifts are subject to approval by the Foundation's Gift Acceptance Committee and the Governing Board.
For more information or to discuss a gift plan that works for your individual needs, contact a member of our Development Department at (937) 222-0410.
