Schwab Charitable – Strategic Giving Simplified
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Cost of Contribution Calculator
Cost of Contribution Calculator
Contributions to a donor-advised fund can enable you to realize significant tax advantages. By asking a few simple questions, this calculator will determine the income tax and capital gains tax savings for cash, stock, or mutual fund donations, and will show you the "net cost" of your contribution.
Cash Contribution
How much cash do you want to contribute?
*
$
What is your income tax bracket?
*
25.00%
28.00%
33.00%
35.00%
Stock or Mutual Fund Share Contributions
How many shares do you want to contribute?
*
What is the price you paid? ($ per share):
*
$
Have you held these shares for more than a year?
*
Yes
No
What is the current price? ($ per share):
*
$
What is your income tax bracket?
*
25.00%
28.00%
33.00%
35.00%
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