Donate a stock option to Entrepreneurs Foundation of the Northwest

For early stage companies, setting aside a stock option today allows them to share their corporate financial success with the community tomorrow. In addition, there are financial incentives:

1. The accounting value of the option at the time of grant is a fraction of the fair market value.
   
2. Companies receive a future tax deduction for the donation based on the valuation at time of exercise.

When there is a liquidity event, 75% of proceeds may be used:

• To set up a company–directed donor advised fund at Oregon Community Foundation; or
• As direct lump sum donation to the nonprofit of the company’s choice.

The remaining 25% of proceeds go to EFNW to support its custom consulting program.

To learn more about donating a stock option, please contact Dave Squire

Success Story

In 2002 a local company named Unicru donated 50,000 shares to the foundation at $1 share. When Unicru was sold in July 2006 at $3.75 per share, the donation netted $2.75 per share for a total of $137,500. Of that $137,500, $117,000 will be given by Unicru to the National MS Society, Oregon Chapter. The remaining $20,000 will fund EFNW.