Charitable Contribution Calculators & Tools

These tools will help you better understand how to use charitable giving as part of your investment portfolio.

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Charitable Giving, Taxes, Charitable Giving Account Retirement strategies tax estimator See how a Roth IRA conversion, Qualified Charitable Distributions (QCDs), and taxable/tax free withdrawals could affect your current or prior year taxes.
Charitable Giving, Financial Planning, Taxes, Wealth Planning, Charitable Giving Account Charitable Giving Tax Savings Calculator Use this interactive tool to see how charitable giving can help you save on taxes—and how accelerating your giving with the "bunching" strategy may help save even more.
Charitable Giving, Taxes, Wealth Planning, Charitable Giving Account Appreciated Securities Donation Calculator Estimate the potential federal income tax deduction of donating to charity appreciated securities held longer than one year.
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Charitable Giving

Learn how to make charitable donations a part of your tax strategy.