Your business built your wealth. It can also build your legacy.

Most business owners hold the vast majority of their wealth in assets other than cash: company stock, real estate, partnership interests, intellectual property, and other holdings tied to the businesses they built. These assets are often highly appreciated and represent an extraordinary opportunity for tax-efficient philanthropy.

A well-timed gift of appreciated business interests can eliminate capital gains tax on the donated portion, generate a meaningful income tax deduction, and create lasting impact at Syracuse University. The key is planning, and the earlier the conversation starts, the more options are available.

Syracuse University accepts gifts of:

  • Closely held C corporation stock
  • S corporation interests
  • LLC and partnership interests
  • Commercial and investment real estate
  • Intellectual property and royalty streams
  • Mineral and energy interests

Planning to sell or exit your business?

Pre-sale charitable planning is the single most powerful giving strategy available to a business owner. A gift made before a sale, merger, or liquidity event can produce benefits that are no longer available once a binding agreement is in place. If you or your client is considering a transition, contact us early.

Already completed a sale?

Meaningful charitable planning opportunities still exist after a transaction closes. We can help you and your advisors evaluate your options.

For professional advisors:

Our office works as a collaborative partner with your client's CPA, attorney, and financial planner. We welcome confidential preliminary conversations about complex gift structures before a donor is formally involved.

Every situation is different. Contact the Office of Gift Planning for a confidential conversation about how your business interests can support Syracuse University.