Planned Giving

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Peconic Bay Medical Center 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. Peconic Bay Medical Center 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
  • Peconic Bay Medical Center receives a significant gift

More Information

Contact Us

Maureen Brady Curzio
Advisor, Foundation Development
631-548-6080
mbradycurzio@northwell.edu

 

Peconic Bay Medical Center Foundation
1 Heroes Way
Riverhead, NY 11901-9892

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