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Gifts of Business Interests

How it works

You give shares in a closely held corporation or an investment partnership to Volunteers of America.

Volunteers of America receives income distributions, and may sell the shares to a third party.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of the business interests, net of any other liabilities that may pertain to it.
  • You may be able to use a business interest to create a life-income arrangement, such as a flip unitrust.
  • You have the satisfaction of making a significant gift that benefits both you and Volunteers of America during your lifetime.

For more information

Email us, complete the personal illustration form, or call us at 1-800-899-0089, ext. 5073 so that we can assist you through every step of the process.





 



Office of Planned Giving
1660 Duke Street
Alexandria, VA 22314-3427
1-800-899-0089, ext. 5073 | Fax: 703-341-7070
E-mail: rimbach@voa.org


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