Equity awards can provide a powerful planning opportunity for advisors to educate their clients on the benefits of donating vested company stock and options to maximize their charitable giving in a tax-smart way. The following information on equity compensation and charitable planning guidance is from Fidelity Charitable.
- Recorded Presentation on Equity Compensation Awards and Charitable Giving
- Equity Compensation and Charitable Opportunities Animated Video
- White Paper on Donating Restricted Stock and Option Awards to Charity