ESTATE
PLANNING
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
GMU Foundation is a 501(c)(3) nonprofit organization.
Federal EIN / Tax ID#: 54-1603842
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