The Daffy Private Stock Donation Program can be run anytime as a one-time opportunity or as an ongoing program. It is particularly valuable to run after a tender offer or other forms of structured secondary where employees may have an additional tax liability.
The Daffy team will work with your company’s finance and benefits teams to manage the process through five simple steps:
Establish terms and timing with the company.
Obtain board approval.
Gather donation interest from employees.
Transfer the private stock to Daffy.
Assign the stock to the appropriate member accounts.