Securities Donation Calculator
Appreciated securities are one of the best assets to donate to your Donor-Advised Fund, often reducing your tax bill and increasing the dollars available to support the charities you care about.
How Does the Calculator Work?
Enter the estimated value of the shares you plan to contribute, choose your federal income tax rate, whether or not the Net Investment Income Tax Rate applies to you, the federal long-term capital gains rate and the cost basis for the shares you are contributing. Click Calculate.
The chart on the following page will show you the difference between donating the securities directly to a DAF versus selling the securities and donating the proceeds to a DAF. The calculator also will figure your tax reduction by contributing the securities rather than selling.