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 to charity, 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.

Calculate your potential tax savings with our interactive tool.

What is the value of the proposed securities donation?*

What is the total cost basis of the shares?*

What is your Federal long-term capital gains rate?*

What is your Federal income tax rate?*

What is your state income tax rate?

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

Income Tax Savings $0
Long-term Capital Gains Savings $0

A * denotes a required field.

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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Year-End Contribution Guidelines

Tax Savings Calculator

Tax Savings Calculator

Recommended Resources

Contribution of Cash Form

Contribution of Mutual Funds or Securities Form

Asset Transfer Instructions

How to Contribute