Marquette campus in the spring.

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Marquette and get a qualified appraisal to determine its value
  2. You receive a charitable income-tax deduction for the full fair-market value of the stock
  3. Marquette 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
  • Marquette receives a significant gift

More Information

Contact Us

Katie Hofman
Managing Director, Planned Giving
(414) 288-0396
Kathryn.Hofman@marquette.edu

Cathy Steinhafel, Law '89
Senior Director of Development, Planned Giving
(414) 288-6501
Catherine.Steinhafel@marquette.edu

 

Steve Farwig
Director of Development, Planned Giving
(414) 288-0214
Stephen.Farwig@marquette.edu

Eileen Jennings Strachota
Director of Development, Planned Giving
(414) 288-0344
Eileen.Jennings@marquette.edu

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