The purpose of the Charitable Planning Calculator is to help demonstrate how the causes you care about most could benefit when you utilize a charitable giving solution — such as a donor-advised fund or a private foundation.

It will demonstrate some features of these solutions, such as:

  • Eliminating capital gains taxes when donating long-term appreciated securities
  • Using charitable contributions during high-income years to maximize tax benefits of charitable giving
  • Providing additional benefits through the potential for tax free growth of charitable assets

To use the calculator, you will need to know:

  • Your anticipated initial contribution, and how much of it will be securities with long-term capital gains
  • Your federal income tax rate, for potential tax deductions
  • Your federal long-term capital gains tax rate, for potential long-term capital gains tax savings

It should only take 5-10 minutes of your time.