PLANNED
GIVING
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
How It Works
- You make a gift of your closely held stock to George Mason University Foundation and get a qualified appraisal to determine its value
- You receive a charitable income-tax deduction for the full fair-market value of the stock
- George Mason University Foundation 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
- George Mason University Foundation receives a significant gift
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Aquanetta J. Betts, JD
Director of Planned Giving
(703) 993-6971
mylegacy@gmu.edu
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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