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How You Can Help : Plan a Gift or Bequest
Assets to Give : Gifts of Business Interests

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Gift illustration

How it works

You give shares in a closely held corporation or an investment partnership to the Children's Hospital Trust.

Children's 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 Children's during your lifetime.

For more information

E-mail us, complete the personal illustration form, or call us at (617) 355-8062 so that we can assist you through every step of the process.