Donor Guides and Forms
Learn more and give smarter with our topic specific donor guides.
Tax-Smart Giving Strategies
With a little planning, you can continue giving charitably while maximizing tax savings.
Bunching Tax Strategy
Rather than make yearly charitable contributions, combine two or more years of contributions into one tax year to benefit from itemized deductions for that year.
Donating Noncash Assets
A donor-advised fund makes it easy to turn almost any asset into gifts for your favorite charities.
Finding Charitable Value in Appreciated Assets
Consider using your appreciated assets to give more to your favorite charities and potentially eliminate capital gains taxes.
Strategies for Family Philanthropy
A shared approach to philanthropy can be a powerful way for families to knit the generations closer while learning more about each other’s values and charitable interests.
DAF as a Legacy Giving Tool
Donor-advised funds provide a simple, tax-efficient, and adaptable means of extending the life span of your philanthropy.
Legacy Gift Types
Compare giving vehicles to find the right fit for your charitable legacy goals.
IRAs and Charitable Giving
Understand your options when giftiting from your individual retirement account (IRA).
DAF or Private Foundation
Compare the features of these two popular giving vehicles: a donor-advised fund (DAF) and a private foundation.
Tax-Smart Giving Strategies
With a little planning, you can continue giving charitably while maximizing tax savings.
Bunching Tax Strategy
Rather than make yearly charitable contributions, combine two or more years of contributions into one tax year to benefit from itemized deductions for that year.
Donating Noncash Assets
A donor-advised fund makes it easy to turn almost any asset into gifts for your favorite charities.
Charitable Value in Appreciated Assets
Consider using your appreciated assets to give more to your favorite charities and potentially eliminate capital gains taxes.
Strategies for Family Philanthropy
A shared approach to philanthropy can be a powerful way for families to knit the generations closer while learning more about each other’s values and charitable interests.
DAF as a Legacy Giving Tool
Donor-advised funds provide a simple, tax-efficient, and adaptable means of extending the life span of your philanthropy.
DAF or Private Foundation
Compare the features of these two popular giving vehicles: a donor-advised fund (DAF) and a private foundation.
Legacy Gift Types
Compare giving vehicles to find the right fit for your charitable legacy goals.
IRAs and Charitable Giving
Understand your options when giftiting from your individual retirement account (IRA).
Forms
Before filling out one of the forms below, consider saving postage and time by logging in to your account or calling. Most account updates and requests can be submitted online or over the phone.
Set Up a New Account
Opening an account online is easy and can be completed in just three steps. If you prefer a paper application, please fill out and mail us this form.
Recommend a Grant Disbursement
Easily recommend grant disbursements online to your favorite charities. If you prefer to use this form, please fill out a separate one for each individual grant recommendation.
Contribute to an Account
Contributions of all asset types can be submitted online. The instructions and forms below can be used to facilitate the contribution of cash and securities held outside of T. Rowe Price.
Donor-Advisor or Beneficiary Change and Legacy Plan
Use the below forms to give together with family and friends, honor your favorite charity, or create a charitable legacy plan.
Address Change
All of your personal contact information can be updated online by selecting the "Account Roles" option, which is found under "Account Details" on your top toolbar.
Investment Allocation Change
You can request to reallocate your giving account investments at any time online. Requests are processed biweekly. A paper form is available below, but we encourage you to submit the request online to avoid processing delays due to the postal service.
Frequently Asked Questions
Here are a few frequently asked questions related to contributions and grants.
Receipt letters are generated each Monday for the prior week’s contributions. Letters are archived to your account under the Letters/Statements tab for your convenient retrieval. Letters contain all necessary information required for reporting of your tax-deductible contribution to the IRS, including date of contribution, value, and asset description. Be sure to compare the receipts with your own records.
Consolidated receipt letters for all contributions made within the previous calendar year are also archived to your online account each January.
Contributions to T. Rowe Price Charitable are fully deductible for the tax year in which they are made. Contribution of cash are deductible up to 60% of adjusted gross income (AGI). Contributions of long-term appreciated securities are deductible up to 30% of AGI. Contributions over these limits can be carried forward for up to five years.
Grant distributions to charities from your giving account are NOT tax-deductible.
No. Each giving account is required to distribute a minimum of $100 every three years. We will contact you if your giving account has not met this distribution minimum.
A giving account will be considered orphaned if the account has not generated a grant disbursement for three years and T. Rowe Price Charitable’s attempts to contact have been unsuccessful for 60 days in either locating the donor-advisor(s) or causing the donor-advisors(s) to recommend a grant. If the account has a named successor, then the successor shall become the primary donor-advisor. If the account has named charitable beneficiary organizations, then funds shall be disbursed to those beneficiaries.
All grant recommendations are reviewed by our professional staff.
The length of the review process is contingent upon:
- Thoroughness of information provided with the grant recommendation (federal tax ID number/EIN for charitable organization, mailing address, etc.).
- Our previous experience with the charitable organization recommended.
- The dollar amount of the recommended grant: Grant recommendations of $250,000 or more require the secondary staff approvals.
Donors can follow the status of their grant recommendation via their online account access. You will be contacted if a recommendation cannot be approved.
Copies of grant letters sent to charities are archived in your online giving account.
Contact Us
By phone, email, and fax
By mail
T. Rowe Price Charitable
P.O. Box 17115
Baltimore, MD 21297 - 1115
4254707