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Gifts of Business Interests

As a business owner, you have the opportunity not only to build your business (and wealth) for yourself and your family, but also to accomplish your philanthropic goals through charitable planning. A gift of your corporate stock or assets can provide you with tax and income benefits and help further our mission.

Make a Gift of Corporate Stock

There are several ways that a gift of your corporate stock made today can help you achieve your personal and philanthropic goals.

Gifts of Stock
Stock or Cash
Donor-Advised Fund
CSUF

Here are some of the potential benefits:

  • Give a percentage of your voting or non-voting shares in your business to us outright and receive an income tax deduction. We will hold your shares for a future sale or redemption and can use any dividends paid for our charitable purpose.
  • Give a percentage of your voting or non-voting shares in your business for a donor advised fund (DAF) and receive a charitable deduction. The DAF will hold your shares for a future sale or redemption and can use any dividends paid for charitable grants. On an annual basis, you can advise us on how to make grants from the fund to your favorite charitable causes.
  • If your corporation is an S corporation, there are special rules that apply to gifts of corporate stock. Please contact us to discuss the most tax-efficient way to structure your stock gift.

Make a Gift of Corporate Assets

Your business can also make a current gift of one or more assets to help further our cause.

Gifts of Appreciated Asset
Property
Tax Saving
CSUF

Here are some of the potential benefits:

  • If your business makes a gift to us of a non-inventory asset, it will receive a charitable income tax deduction based on the appraised fair market value of the asset.
  • The income tax deduction for a gift from a business is limited to 10% of the corporation's taxable income. Your business may carry forward any unused deduction up to five years.
  • If your business is an S corporation, the deduction will flow-through to you as a shareholder in proportion to your ownership interest. Check with us on the most tax efficient way to make a gift of corporate assets from your business.

Avoiding Tax on Your Business Sale

When you are ready to sell your business, before you sign a binding agreement, consider a charitable gift to reduce or completely avoid capital gains on the sale.

  • If you give enough of an interest in your business to us or a donor advised fund, you can use the resulting charitable income tax deduction to offset part or all of the capital gains on the interest you retain and sell.
  • If you would like to sell your business and receive income, ask us how you can transfer part or all of your business stock or assets to fund a charitable remainder trust. The trust will sell your business interest tax free and pay you (and your spouse) income for life. You will receive a charitable income tax deduction to further offset any capital gains.
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