Anti-Defamation League

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Gifts of Business Interests

Gift of Business Interests

How It Works

  • You give shares of closely-held stock to the Anti-Defamation League Foundation
  • ADLF may hold the shares and collect the dividends, or it may offer the stock back to your company for redemption or re-purchase. ADLF will apply dividends or the proceeds to the programs you wish to support.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of your shares, even if their original value was close to zero.
  • You pay no capital gains tax on any appreciation that has taken place in the shares.
  • Under certain conditions, you may be able to use closely-held shares to fund a life income gift.
  • You can make a significant gift that benefits both you and ADLF during your lifetime without using your cash reserves to do so.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers

Are there any restrictions on transferring my shares?

Does ADLF need to know ahead of time that I plan to transfer shares?

Another shareholder has agreed to buy my shares, but if I give them to you instead, and then you sell them to the shareholder, I’ll avoid capital gains on the sale. Will that work?



Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.