Investment Option Selector

Use our interactive tool to help choose an investment pool that meets your philanthropic goals.

Create an Account

Calculate your suggested asset allocation

Use our interactive tool to help choose an investment pool that meets your philanthropic goals.

Investment Pool Selector

Over the next 5 years, consider how grant disbursements made from the account will compare to additional contributions into the account. Complete the statement: Grants out of the account will be _____ contributions into the account.

If your charitable giving account lost 15% to 20% of its value in six months, how would you adjust your allocation?

What is the riskiest class of investments you have previously owned or currently own?
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Based on your inputs, a suggested asset allocation is:

 

To learn more about the suggested investment pool(s) and all pool options, visit our Investments page.  Note, the Global Impact Equity Pool is not included in the above tool. 

This tool 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.

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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.

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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