Giving
Closely Held Business Stock
How It Works
- You make a gift of your closely held stock to Dalton 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
- Dalton 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
- Dalton receives a significant gift
Which Gift Is Right for You?
Contact Us
The Dalton School
108 East 89th Street
New York, NY 10128
Federal Tax ID Number: 13-2751872
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Grades K-3
53 East 91st Street, New York, NY 10128
Grades 4-12
108 East 89th Street, New York, NY 10128
Physical Education Center
200 East 87th Street, New York, NY 10128
