Download: Donating Restricted Stock (PDF)

If you receive compensation in the form of restricted stock—such as restricted stock units or restricted shares—you may be able to leverage these valuable, complex assets for tax-smart charitable giving. Once these shares become transferable, contributing your eligible shares to a donor-advised fund (DAF) or public charity may help you reduce your tax burden while maximizing the amount you give to charity.

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DAFgiving360™ is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.

Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

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