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Holy Name Foundation
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For More Information:
Cathleen Davey
President, Holy Name Foundation
Vice President for Development, Holy Name
201-833-3014
cdavey@holyname.org
Holy Name
718 Teaneck Road
Teaneck, NJ 07666
Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to Holy Name 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
- Holy Name 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
- Holy Name receives a significant gift
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Which Gift Is Right for You?
Contact Us
Cathleen Davey
President, Holy Name Foundation
Vice President for Development, Holy Name
201-833-3014
cdavey@holyname.org
Holy Name
718 Teaneck Road
Teaneck, NJ 07666
Federal Tax ID Number: 22-2737143
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