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Planned Giving

Healthcare with Heart

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 Wentworth-Douglass 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. Wentworth-Douglass 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
  • Wentworth-Douglass receives a significant gift

 

Contact Us

Sue Chase, CFRE
Major Gifts Officer
603-609-6161 xt 4391
schase8@mgb.org

Wentworth-Douglass Hospital, a Mass General Community Hospital
789 Central Avenue
Dover, NH 03820

Federal Tax ID Number:
51-0491062

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Contact Us

For more information about gift planning, contact Sue Chase, CFRE, Major Gifts Officer, at 603-609-6161 xt 4391 or schase8@mgb.org.

Wentworth-Douglass Hospital & Health Foundation is a 501(c)(3) charitable organization. Gifts are tax deductible to the full extent of the law.

EIN: 51-0491062