Still Exploring Your Options?
If you’d like to continue to explore charitable giving options before you contact us, visit out Education Center. You will find information about giving vehicles, helpful calculators, important FAQs, and more.
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, and the federal long-term capital gains rate and the cost basis for the shares you are contributing.
The calculator below will show you the tax savings you’ll get by donating the securities directly to a donor-advised fund versus selling the securities and donating the proceeds to a donor-advised fund.
