Tax Savings Calculator

Donating long-term appreciated assets can result in a reduced tax bill while also increasing your ability to support your favorite charities. Donating securities, as opposed to selling and donating the proceeds, enables you to avoid capital gains tax and qualify for a charitable tax deduction for the fair market value of the securities.

Create an Account

Calculate your potential tax savings with our interactive tool

* denotes a required field.

What is the value of the proposed securities donation?*

What is the total cost basis of the shares?*

What is your state income tax rate?

What is your Federal long-term capital gains rate?

15%

20%

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

3.8%

Calculate

Income tax savings:

Long-term capital gains savings:

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 the 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. Contributions over this limit can be carried forward for up to five years.

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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.

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