Donation of Stock Options

This worksheet project the different corporate tax effects for one or many corporations.

Donation of Stock Options Worksheet

A popular strategy to combine tax savings with philanthropy is to donate stock options.   With the Donation of Stock Options Worksheet, you can demonstrate the tax savings through the donation of the stock options as well as the benefit to the charitable organizations.  

This worksheet highlights three important scenarios.  The first scenario calculates the total net after tax cash by exercising and keeping the stock options.  The second scenario determines the net after tax cash be exercising the stock options and donation the full proceeds along with the total benefit to the charity.  The third scenario determines the net after tax cash be exercising the stock options and donating only the taxable benefit portion.

This template allows the calculations to be done quickly and precisely while supporting your client and many well deserved organizations.

This template calculates the tax savings to the taxpayer and the charitable organization through donating stock options.

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Net cash summary, and Input of existing personal tax amounts

Detailed calculations of marginal taxes for each scenario

Input of marginal personal tax amounts, and tax summary 

Graphical comparison of net cash, and tax results 

  • Corporate Scenario Worksheet (CCPC)
  • Corporate Scenario Worksheet (Other Private Corporation)