Best brokerages for gifting equity options?

Discussion in 'Options' started by toonerdy, Aug 13, 2013.

  1. toonerdy


    I am interested in reports of experiences with or recommendations of brokerages that can quickly execute and clearly document gifts of highly appreciated long options positions to trust accounts, such as a child's account (UTMA or UGMA) or a pass through foundation to make charitable donations. I am aware that TD Ameritrade and T. Rowe Price support donations of long option positions to one's minor children.

    Big super tax efficient charitable donations are currently just a fantasy for me, but I suspect might be immediately useful information for some readers of this forum.

    Thanks in advance for any advice.