Donation of employee stock options

Oct 08, 2018 | William Vastis


As an employee, you may have been granted stock options by your employer. Generally, there are no tax implications when the stock options are first granted to you. However, when you decide to exercise the options, you will realize a security options benefit. Once you have exercised the options, consider donating the shares acquired as a strategy to meet your philanthropic goals and realize tax savings.


This article discusses the tax benefits and considerations of donating publicly traded shares that you received as a result of exercising your employee stock options.