Monday–Friday 8 am–5 pm CT

Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to The Menninger Clinic Foundation 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. The Menninger Clinic Foundation may keep the stock or offer to sell it back to your company


  • 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
  • The Menninger Clinic Foundation receives a significant gift

More Information

Contact Us

Michele Arnold
Annual and Planned Giving Manager


The Menninger Clinic
12301 Main Street
Houston, Texas 77035


© Pentera, Inc. Planned giving content. All rights reserved.

The Menninger Clinic is a 501(c)3 nonprofit, charitable organization. Our Form 990 is available on GuideStar. Our Statement of Operations is available hereOur philanthropy Privacy Policy is available here.