Charitable Giving Planner

Optimize your charitable contributions and tax benefits

Personal Information

Annual Income ($)

Filing Status

Marginal Tax Rate (%)

Current Charitable Giving

Cash Donations ($)

Non-Cash Donations ($)

Volunteer Hours (per year)

Asset Information

Investment Portfolio Value ($)

Appreciated Assets Value ($)

Charitable Goals

Target Annual Donation ($)

Preferred Donation Methods:

Direct Giving

Donor-Advised Funds

Charitable Trusts

Charitable Giving Analysis

Potential Tax Deduction

Tax Savings

Recommended Strategy

Giving Strategies Guide

Direct Cash Giving

Immediate impact through direct monetary donations to charities.

Up to 60% of AGI deductible
Immediate tax benefits
Simple and straightforward
Direct support to charities

Appreciated Assets

Donate stocks, property, or other appreciated assets.

Avoid capital gains tax
Up to 30% of AGI deductible
Full fair market value deduction
Ideal for long-term investments

Planned Giving

Strategic long-term charitable planning.

Donor-Advised Funds
Charitable Trusts
Estate planning benefits
Legacy giving options