Business Interests — Closely Held Stock

You can give IHM investment partnership shares or closely-held stock, as an outright transfer or to fund a life-income gift. Such a gift should be carefully reviewed by your legal and tax counsel first, and we will also assess it before we proceed.

How it works

	You give shares of closely-held stock to the Institute of HeartMath.
	IHM offers the stock back to your company for redemption or re-purchase and uses the proceeds for its programs.

Benefits

• You receive gift credit and an immediate income tax deduction for the appraised value of your shares, even if their original value was close to zero.
• You pay no capital gains tax on any appreciation that has taken place in the shares.
• Under certain conditions, you may be able to use closely-held shares to fund a life-income arrangement.
• You can have the satisfaction of making a significant gift that benefits both you and IHM during your lifetime.

More

• Is this gift for you? Click here.

To learn more about gifts of Business Interests, Email us, complete the Information Request form, or call us at 831-338-8717 so that we can assist you.