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Subject:  Re: Transferring stocks to a charity after ex di Date:  1/2/2014  6:56 PM
Author:  katinga Number:  119785 of 127616

OK and thanks, Phil.

I think.

The way I think of it is that I should either get the share price on the ex dividend date as the value of the donated shares, or the share price plus the dividend per share on the day after the ex dividend date. The result I am seeing looks like a double financial standard.

In the end, it is the charity's finance officer, a CPA, who will send me a year end statement and determine the value of the transfer. I have notified her about the situation, and told her I'm fine with whatever she determines. It may be that she will get to learn something here as well.
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