Private Stock Donation Program
Expand the Potential of Your Private Stock
The UI Charitable Donor-Advised Fund helps employees donate private stock, reduce their tax burden, and give more to the causes they care about, all before a single share is sold.
Available to employees, founders, and shareholders at private and public companies.
For Companies
Every Tender Offer Should Include a Giving Option
Adding a charitable option costs the company nothing and gives employees a materially better financial outcome on the shares they were planning to sell.
We coordinate directly with your finance and legal teams to make the process seamless and available to all employees at no additional cost.
Benefits for Employees
Save More, Give More
Deduct at Fair Market Value
Shares held more than one year qualify for an immediate income tax deduction at their current fair market value.
Avoid Capital Gains
Donating long-term appreciated stock exempts you from paying tax on the gain.
Give More
More charitable funds are available when the shares are liquidated, instead of only what is left after the sale is taxed.
More Flexibility, Low Cost
Open and fund your DAF account, transferring private stock or other assets easily with flexible investment and management options.
How It Works
Process
Historically, donating private stock was reserved for founders, board members, and venture investors with legal teams behind them. We built this program so any shareholder can do it.
Meet with our team →01
Confirm eligibility
We review your share class, holding period, and your company's transfer restrictions to confirm the gift can be made.
02
Sign the gift agreement
One agreement covers the assignment of shares, the company's consent, and your fund's acceptance. We use a company approved agreement that you sign.
03
Shares grow tax free
The stock sits in your Donor-Advised Fund until a tender, secondary sale, or IPO makes it liquid. Any appreciation is untaxed.
04
Recommend grants
Once the shares sell, the proceeds are yours to grant to any qualified 501(c)(3) public charity you choose, all at once or over decades.
Liquidity
Grant Today, Not at the Exit
Once your private shares are in your DAF, UI Charitable can extend liquidity to your account using those private shares as collateral. Your DAF receives cash you can grant to the charities you care about right away, instead of waiting for a tender offer or IPO.
Shares contributed for liquidity are subject to review and approval. Terms vary from asset to asset and depend on several factors, including loan-to-value ratio, prevailing interest rates, and the expected timing of a liquidity event.
An Example
You donate private shares valued at
$2,000,000
Liquidity extended against the shares
$600,000
Cash available to grant to charities
$600,000
Balance remaining to grant after the shares sell
$1,400,000
Illustrative only.
Frequently Asked Questions
Why donate stock instead of cash? +
Two reasons. You may qualify for a deduction at the shares' current fair market value, and you avoid the capital gains tax you would owe if you sold them first. For appreciated equity, giving the asset is usually more efficient than giving the proceeds.
What if my company hasn't run a tender offer? +
You can still donate. Shares can be contributed ad hoc and held by the fund until a liquidity event such as a tender, a secondary sale, an acquisition, or an IPO. At that point they are sold and the proceeds become grantable.
Does my employer need to approve the transfer? +
In most cases, yes. Private shares carry transfer restrictions and rights of first refusal. We work directly with your company's legal and finance teams to obtain the approvals, and we handle the paperwork on your behalf.
How is the donation valued? +
Gifts above the IRS threshold require a qualified independent appraisal. We coordinate the appraisal and provide the substantiation you'll need for Form 8283 at filing time.
What happens to the money after a liquidity event? +
Proceeds land in your Donor-Advised Fund, where they can be invested and grown tax-free. You recommend grants to any qualified 501(c)(3) public charity whenever you're ready. There is no deadline to give.
Private Stock Donation Program
Expand the Potential of Your Private Stock
The UI Charitable Donor-Advised Fund helps employees donate private stock, reduce their tax burden, and give more to the causes they care about, all before a single share is sold.
Available to employees, founders, and shareholders at private and public companies.
For Companies
Every Tender Offer Should Include a Giving Option
Adding a charitable option costs the company nothing and gives employees a materially better financial outcome on the shares they were planning to sell.
We coordinate directly with your finance and legal teams to make the process seamless and available to all employees at no additional cost.
Benefits for Employees
Save More, Give More
Deduct at Fair Market Value
Shares held more than one year qualify for an immediate income tax deduction at their current fair market value.
Avoid Capital Gains
Donating long-term appreciated stock exempts you from paying tax on the gain.
Give More
More charitable funds are available when the shares are liquidated, instead of only what is left after the sale is taxed.
More Flexibility, Low Cost
Open and fund your DAF account, transferring private stock or other assets easily with flexible investment and management options.
How It Works
Process
Historically, donating private stock was reserved for founders, board members, and venture investors with legal teams behind them. We built this program so any shareholder can do it.
Meet with our team →01
Confirm eligibility
We review your share class, holding period, and your company's transfer restrictions to confirm the gift can be made.
02
Sign the gift agreement
One agreement covers the assignment of shares, the company's consent, and your fund's acceptance. We use a company approved agreement that you sign.
03
Shares grow tax free
The stock sits in your Donor-Advised Fund until a tender, secondary sale, or IPO makes it liquid. Any appreciation is untaxed.
04
Recommend grants
Once the shares sell, the proceeds are yours to grant to any qualified 501(c)(3) public charity you choose, all at once or over decades.
Liquidity
Grant Today, Not at the Exit
Once your private shares are in your DAF, UI Charitable can extend liquidity to your account using those private shares as collateral. Your DAF receives cash you can grant to the charities you care about right away, instead of waiting for a tender offer or IPO.
Shares contributed for liquidity are subject to review and approval. Terms vary from asset to asset and depend on several factors, including loan-to-value ratio, prevailing interest rates, and the expected timing of a liquidity event.
An Example
You donate private shares valued at
$2,000,000
Liquidity extended against the shares
$600,000
Cash available to grant to charities
$600,000
Balance remaining to grant after the shares sell
$1,400,000
Illustrative only.
Frequently Asked Questions
Why donate stock instead of cash? +
Two reasons. You may qualify for a deduction at the shares' current fair market value, and you avoid the capital gains tax you would owe if you sold them first. For appreciated equity, giving the asset is usually more efficient than giving the proceeds.
What if my company hasn't run a tender offer? +
You can still donate. Shares can be contributed ad hoc and held by the fund until a liquidity event such as a tender, a secondary sale, an acquisition, or an IPO. At that point they are sold and the proceeds become grantable.
Does my employer need to approve the transfer? +
In most cases, yes. Private shares carry transfer restrictions and rights of first refusal. We work directly with your company's legal and finance teams to obtain the approvals, and we handle the paperwork on your behalf.
How is the donation valued? +
Gifts above the IRS threshold require a qualified independent appraisal. We coordinate the appraisal and provide the substantiation you'll need for Form 8283 at filing time.
What happens to the money after a liquidity event? +
Proceeds land in your Donor-Advised Fund, where they can be invested and grown tax-free. You recommend grants to any qualified 501(c)(3) public charity whenever you're ready. There is no deadline to give.
Private Stock Donation Program
Expand the Potential of Your Private Stock
The UI Charitable Donor-Advised Fund helps employees donate private stock, reduce their tax burden, and give more to the causes they care about, all before a single share is sold.
Available to employees, founders, and shareholders at private and public companies.
For Companies
Every Tender Offer Should Include a Giving Option
Adding a charitable option costs the company nothing and gives employees a materially better financial outcome on the shares they were planning to sell.
We coordinate directly with your finance and legal teams to make the process seamless and available to all employees at no additional cost.
Benefits for Employees
Save More, Give More
Deduct at Fair Market Value
Shares held more than one year qualify for an immediate income tax deduction at their current fair market value.
Avoid Capital Gains
Donating long-term appreciated stock exempts you from paying tax on the gain.
Give More
More charitable funds are available when the shares are liquidated, instead of only what is left after the sale is taxed.
More Flexibility, Low Cost
Open and fund your DAF account, transferring private stock or other assets easily with flexible investment and management options.
How It Works
Process
Historically, donating private stock was reserved for founders, board members, and venture investors with legal teams behind them. We built this program so any shareholder can do it.
Meet with our team →01
Confirm eligibility
We review your share class, holding period, and your company's transfer restrictions to confirm the gift can be made.
02
Sign the gift agreement
One agreement covers the assignment of shares, the company's consent, and your fund's acceptance. We use a company approved agreement that you sign.
03
Shares grow tax free
The stock sits in your Donor-Advised Fund until a tender, secondary sale, or IPO makes it liquid. Any appreciation is untaxed.
04
Recommend grants
Once the shares sell, the proceeds are yours to grant to any qualified 501(c)(3) public charity you choose, all at once or over decades.
Liquidity
Grant Today, Not at the Exit
Once your private shares are in your DAF, UI Charitable can extend liquidity to your account using those private shares as collateral. Your DAF receives cash you can grant to the charities you care about right away, instead of waiting for a tender offer or IPO.
Shares contributed for liquidity are subject to review and approval. Terms vary from asset to asset and depend on several factors, including loan-to-value ratio, prevailing interest rates, and the expected timing of a liquidity event.
An Example
You donate private shares valued at
$2,000,000
Liquidity extended against the shares
$600,000
Cash available to grant to charities
$600,000
Balance remaining to grant after the shares sell
$1,400,000
Illustrative only.
Frequently Asked Questions
Why donate stock instead of cash? +
Two reasons. You may qualify for a deduction at the shares' current fair market value, and you avoid the capital gains tax you would owe if you sold them first. For appreciated equity, giving the asset is usually more efficient than giving the proceeds.
What if my company hasn't run a tender offer? +
You can still donate. Shares can be contributed ad hoc and held by the fund until a liquidity event such as a tender, a secondary sale, an acquisition, or an IPO. At that point they are sold and the proceeds become grantable.
Does my employer need to approve the transfer? +
In most cases, yes. Private shares carry transfer restrictions and rights of first refusal. We work directly with your company's legal and finance teams to obtain the approvals, and we handle the paperwork on your behalf.
How is the donation valued? +
Gifts above the IRS threshold require a qualified independent appraisal. We coordinate the appraisal and provide the substantiation you'll need for Form 8283 at filing time.
What happens to the money after a liquidity event? +
Proceeds land in your Donor-Advised Fund, where they can be invested and grown tax-free. You recommend grants to any qualified 501(c)(3) public charity whenever you're ready. There is no deadline to give.
Private Stock Donation Program
Expand the Potential of Your Private Stock
The UI Charitable Donor-Advised Fund helps employees donate private stock, reduce their tax burden, and give more to the causes they care about, all before a single share is sold.
Available to employees, founders, and shareholders at private and public companies.
For Companies
Every Tender Offer Should Include a Giving Option
Adding a charitable option costs the company nothing and gives employees a materially better financial outcome on the shares they were planning to sell.
We coordinate directly with your finance and legal teams to make the process seamless and available to all employees at no additional cost.
Benefits for Employees
Save More, Give More
Deduct at Fair Market Value
Shares held more than one year qualify for an immediate income tax deduction at their current fair market value.
Avoid Capital Gains
Donating long-term appreciated stock exempts you from paying tax on the gain.
Give More
More charitable funds are available when the shares are liquidated, instead of only what is left after the sale is taxed.
More Flexibility, Low Cost
Open and fund your DAF account, transferring private stock or other assets easily with flexible investment and management options.
How It Works
Process
Historically, donating private stock was reserved for founders, board members, and venture investors with legal teams behind them. We built this program so any shareholder can do it.
Meet with our team →01
Confirm eligibility
We review your share class, holding period, and your company's transfer restrictions to confirm the gift can be made.
02
Sign the gift agreement
One agreement covers the assignment of shares, the company's consent, and your fund's acceptance. We use a company approved agreement that you sign.
03
Shares grow tax free
The stock sits in your Donor-Advised Fund until a tender, secondary sale, or IPO makes it liquid. Any appreciation is untaxed.
04
Recommend grants
Once the shares sell, the proceeds are yours to grant to any qualified 501(c)(3) public charity you choose, all at once or over decades.
Liquidity
Grant Today, Not at the Exit
Once your private shares are in your DAF, UI Charitable can extend liquidity to your account using those private shares as collateral. Your DAF receives cash you can grant to the charities you care about right away, instead of waiting for a tender offer or IPO.
Shares contributed for liquidity are subject to review and approval. Terms vary from asset to asset and depend on several factors, including loan-to-value ratio, prevailing interest rates, and the expected timing of a liquidity event.
An Example
You donate private shares valued at
$2,000,000
Liquidity extended against the shares
$600,000
Cash available to grant to charities
$600,000
Balance remaining to grant after the shares sell
$1,400,000
Illustrative only.
Frequently Asked Questions
Why donate stock instead of cash? +
Two reasons. You may qualify for a deduction at the shares' current fair market value, and you avoid the capital gains tax you would owe if you sold them first. For appreciated equity, giving the asset is usually more efficient than giving the proceeds.
What if my company hasn't run a tender offer? +
You can still donate. Shares can be contributed ad hoc and held by the fund until a liquidity event such as a tender, a secondary sale, an acquisition, or an IPO. At that point they are sold and the proceeds become grantable.
Does my employer need to approve the transfer? +
In most cases, yes. Private shares carry transfer restrictions and rights of first refusal. We work directly with your company's legal and finance teams to obtain the approvals, and we handle the paperwork on your behalf.
How is the donation valued? +
Gifts above the IRS threshold require a qualified independent appraisal. We coordinate the appraisal and provide the substantiation you'll need for Form 8283 at filing time.
What happens to the money after a liquidity event? +
Proceeds land in your Donor-Advised Fund, where they can be invested and grown tax-free. You recommend grants to any qualified 501(c)(3) public charity whenever you're ready. There is no deadline to give.