Gifts of Business Interests
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How it works
 You give shares of closely-held stock to Diakon.
 Diakon receives dividends from the stock, or offers the stock back to your company for redemption or re-purchase.
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 have the satisfaction of making a significant gift that benefits both you and Diakon during your lifetime.
More
To learn more about gifts of business interests, Email us, complete the Information Request Form, or call us at 610.682.1219 so that we can assist you.
Diakon Lutheran Social Ministries
798 Hausman Road, Suite 300
Allentown, PA 18104-9108
Phone: (610) 682-1219
Toll Free: 1-877-DIAKON-7 (1-877-342-5667), Option 2, Ext. 21219
Fax: (610) 682-1187
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