Charitable Donation Calculator

A donor-advised fund can help you maximize your charitable impact through tax-smart contributions, recommendations of investments for potential tax-free growth, and recommendations of grants to charities at any time. But how do these features translate into how much you should contribute to your account, how you might invest account assets, and how much you might grant to charities? This calculator helps you test different scenarios and develop a plan.

How much will you contribute to your account in the first year?
$
How much will you annually contribute to your account in subsequent years?
$
Enter the number of years you will make these subsequent contributions to your account.
What percent of your account balance will you recommend for grants to charity each year? A typical amount for many donors is 5%.
What is your top marginal tax rate?*
If you choose to make a recommendation to invest your contributed assets for potential tax-free growth, what percent of growth will you be seeking annually?