Giving Power Calculator

Utilizing T. Rowe Price Charitable provides the potential to grow the amount you can give to your favorite charities in the future, while maximizing tax savings at the time of contribution.

Create an Account

Calculate your potential giving power with our interactive tool.

* denotes a required field.

What is the value of the proposed securities donation?*

If donating securities, what is the total cost basis of the shares?

How much do you plan to contribute annually in subsequent years?*

If donating securities, what is the cost basis of the additional shares?

How many years do you plan to make these subsequent contributions?*

What percent of the account balance would you like to distribute annually?*

Enter a hypothetical average annual rate of return*

What is your state income tax rate?

What is your net investment income tax rate (if applicable)?

3.8%

What is your Federal long-term capital gains rate?

15%

20%

Calculate

Here are your results after

Total Contributions:

Optional

Income tax savings:

Optional

Long-term capital gains savings:

Optional

Net cost of contributions:

Optional

Total grants distributed to charity:

Optional

Additional amount available for granting:

Optional

Total giving power:

Optional

The calculator's results represent estimates based on the information you have provided, but they may not reflect all relevant elements of your personal situation. This calculator cannot predict or project future results.

This calculator is provided for informational purposes only. The calculator and results do not constitute financial, tax, or legal advice. For financial or legal advice please consult your own professional advisor.

Value of any proposed security donation is the fair market value of the appreciated securities (stock, bond, mutual fund) held more than one year.

Contributions to T. Rowe Price Charitable are fully deductible for the tax year in which they are made.Contributions of long-term appreciated securities are deductible up to 30% of adjusted gross income (AGI). Contributions of cash are deductible up to 60% of AGI. Contributions over this limit can be carried forward for up to five years.

Explore more

Discover helpful links to learn more

How It Works

T. Rowe Price Charitable gives donor-advisors access to immediate tax benefits while allowing the flexibility to recommend grant disbursements to charities at their convenience.

Fees

As a donor, you benefit from some of the lowest administrative fees among the largest national donor-advised funds. You can feel confident that T. Rowe Price Charitable is committed to keeping expenses low while delivering high-quality service.

Contact Us

By phone, email, and fax

1-800-564-1597

Questions@trowepricecharitable.org

Fax: 1-800-619-9262

1-800-564-1597

Questions@trowepricecharitable.org

Fax: 1-800-619-9262

1-800-564-1597

Questions@trowepricecharitable.org

Fax: 1-800-619-9262

By mail

T. Rowe Price Charitable

P.O. Box 17115

Baltimore, MD 21297 - 1115

4254707