Give Today

Gifts of Business Interests

For business owners, charitable giving can be a powerful way to align financial success with philanthropic goals. Donating business interests—such as company stock or assets—can provide tax advantages while supporting the mission of Roger Bacon High School.

Key Benefits

Gifts of business interests can offer several advantages:

Potential eligibility for a charitable income tax deduction
Opportunity to reduce or avoid taxes on the sale of business interests
Ability to structure gifts that may provide income over time
Make a significant impact through a unique and often highly valuable asset

Ways to Give Business Interests

There are multiple ways to structure a gift depending on your goals:

Direct Gift of Ownership Shares

You may choose to donate a portion of your ownership interest—either voting or non-voting shares—directly to Roger Bacon High School. These shares may be held for future sale or redemption, with any distributions supporting the school’s mission.

Gift Through a Donor Advised Fund

Another option is to contribute business interests to a donor advised fund (DAF). The fund can manage the asset and, over time, distribute proceeds to Roger Bacon and other charitable organizations you choose.

Special Considerations for Certain Entities

If your business is structured as an S corporation or similar entity, additional rules may apply. We encourage you to consult with your advisor to determine the most effective approach.

Gifts of Business Assets

In addition to ownership shares, businesses may also donate assets directly:

Non-inventory assets may qualify for a charitable deduction based on fair market value
Corporate deductions are generally subject to certain limitations, with potential carryforward opportunities
For pass-through entities, deductions may flow through to individual owners based on ownership percentages

Planning Ahead

Business interests can play an important role in broader financial and estate planning:

Succession Planning
Incorporating charitable giving before the sale of a business may help reduce tax exposure and maximize overall impact.
Income Planning Options
In some cases, business interests can be used to fund charitable trusts that provide income to you or your family, while also supporting Roger Bacon High School in the future.

A Strategic Way to Give

Gifts of business interests can be one of the most impactful and tax-efficient ways to support Roger Bacon High School—allowing you to leverage the value you’ve built to benefit future generations.