Business Interests

If you’re a business owner or investor, you may find that some of your most appreciated assets are your business interests. If you are looking to retire or sell your business, donating closely-held/S-corporate stock and partnership/LLC interest can help advance health and hope for everyone, everywhere.

Benefits

Options and advantages to donating interests largely depend on how the business is organized. Some benefits may include:

• You may receive an immediate charitable income tax deduction for the appraised value of the donated interest.
• You may bypass 100 percent of the capital gains tax on any appreciation in the gifted interest.

How It Works

1. Donate your business shares directly to the American Heart Association.
2. The American Heart Association has the option to keep the shares or offer them back to the company for redemption or repurchase.
3. In making your donation, you may avoid capital gains tax and receive a federal income tax deduction potentially equal to the fair market value of your donation.

For More Information

If you are interested in learning more about donating business interests to help advance our mission, please email [email protected].