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Breakout Series XVII
Thursday, 07 October 2021
10:50-11:30 PDT
13:50-14:30 EDT
18:50-19:30 BST
19:50-20:30 CEST
01:50-02:30 HKT +1
04:50-05:30 AEDT +1

17.3 Your Options for Donating Options...and Other Employee Shares: The How-to Guide

Join this panel of experts to learn the "ins and outs" of charitable donations of employee shares. Regardless of whether your company wants to focus on releasing value from forgotten or 'nuisance' share holdings or facilitate broader scale share donation option for your employees, these panelists will highlight for attendees the important nuances of charitable giving of employee shares. Not all forms of equity compensation present the same charitable planning opportunities and employee shares are often overlooked as a source of charitable donation, largely due to the complexity of the process. This session will ensure you are well equipped to help your employees navigate this important concept and are ready to provide them with their "options" for charitable giving!
Jose Anaya, (US)
Krista Glatthaar, Fidelity Charitable (US)
Gabbi Stopp, ShareGift (UK)
Business Intelligence
CPE Credit:
Field of Study: Specialized Knowledge
Level: O