Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.

Closely Held Business Stock

Closely Held Business Stock Diagram. Description of image is listed below.

How It Works

  1. You make a gift of your closely held stock to George Mason University Foundation 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. George Mason University Foundation may keep the stock or offer to sell it back to your company.


  • 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.
  • George Mason University Foundation receives a significant gift.

More Information

Contact Us

Aquanetta J. Betts, JD
Director of Planned Giving
(703) 993-6971


George Mason University Foundation, Inc.
Office of Advancement and Alumni Relations
4400 University Dr., MS 1A3
Fairfax, Virginia 22030
Federal tax ID number: 54-1603842


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