Strategic Philanthropy: Optimize Impact, Minimize Tax Burden.
Mark, nearing retirement with $3.2M in pre-IPO RSUs, wanted to support his favorite local environmental nonprofit but was concerned about the significant tax implications of liquidating a large portion of his assets. He also needed a strategy to address the potential volatility of his pre-IPO stock while maximizing his charitable giving impact and optimizing his planned giving for future financial security.
Golden Door Asset helped Mark implement a charitable remainder trust, donating a portion of his RSUs. Using the Conversion Rate Calculator, we demonstrated how a planned giving campaign focused on similar RSU donations could boost the nonprofit's annual donations by 15%. Simultaneously, the Tax Equivalent Yield Calculator helped him understand the tax benefits, resulting in an estimated $35,000 in tax savings by claiming a charitable deduction based on the present value of the remainder interest to the charity.
The Conversion Rate Calculator helped project the effectiveness of a marketing campaign targeting other tech employees with similar RSU holdings. Tax Equivalent Yield Calculator helped compare the after-tax return of different investment options for the charitable remainder trust assets.
$35,000 in tax savings and a projected 15% increase in the nonprofit's annual donation revenue.
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