Privately Held Securities & Business Interests

Donations of privately held securities, including business interests, are great opportunities for donors to consider for donation. Individuals who receive this type of stock often have long-term capital gains, that may be charitable inclined looking to move the asset outside of their estate or have a specific timeframe in which to dispose of the asset. These are all great options to donate these gifts to Good Neighbor Health Clinic in support of the programs and services that support the health and well-being of our neighbors here in the Upper Valley!

Upon the donation, donors waive all capital gains tax liability, thereby reducing risk in the portfolio and are eligible for a charitable income tax deduction (for the year of donation, and then carried forward five years more, as appropriate, to maximize this deduction). If you are interested in making a gift of a privately held security or business interest, we’d love to connect with you further!