Financial Planning: Gifts & Donations

Can I exercise my stock options, soon thereafter donate the shares to charity, and get a tax deduction for the stock's new higher price? This is premium content

The charitable market-value deduction is limited to the cost of shares that are not held for more than one year...
For access to this answer, please sign in or register.
Not Yet a Member?

This feature is a benefit of Premium membership.

Registering as a Premium member will give you complete access to our award-winning content and tools on stock options, restricted stock/RSUs, SARs, and ESPPs.

Who becomes a Premium Member? See our long list of paid subscribers.

Are you a financial or wealth advisor? Learn more about MSO Pro Membership.

View Homepage

Questions or comments? Email support or call (617) 734-1979.