Today's topic is something I'm seeing more frequently with clients using charitable giving with some of their equity compensation positions. This is a great way to hit your charitable goals. There are a few tips to doing it properly so today I'm going to cover three keys to charitable giving with equity compensation. 

 

You might have noticed a little change— well maybe it’s a big change— I’ve decided to change the name of the show. I’ve also dropped the sales tip section but you will learn more about why when you listen to the episode. Going forward the bulk of the episodes will focus on equity compensation and how to use it effectively to achieve your financial goals.

 

You will want to hear this episode if you are interested in...

• Why the podcast has a new name [0:22]
• Many forms of charitable giving [2:00]
• First tip: Positions need to be fully vested [3:17]
• Second tip: DO NOT sell the stock before donating it [4:52]
• Third tip: Should you donate one lump sum or stretch it over time? [9:18]
• This week’s FLASHBACK[11:29] 

Resources & People Mentioned

• Three Days live by Janes Addiction fast forward to the drum solo at 6:00 mins

Connect With Dan Johnson

• https://forwardthinkingwm.com 
• Subscribe on Youtube
• Follow on Linkedin