Learn about the fees and policies of a Charitable Gift Account

 
  

Cost of Contribution Calculator

 

There are significant tax advantages to contributions to public charities, such as Schwab Charitable Fund. By asking you a few simple questions, this calculator will determine your income tax and capital gains savings for any cash, stock, or mutual fund donation, and will show you the “net cost” of your contribution.

Cash Contributions

How much cash do you want to contribute?
$ 
What is your income tax bracket?

Stock or Mutual Fund Share Contributions

How many shares do you want to contribute?
What is the price you paid? ($ per share)
$ 
Have you held these shares for more than a year?
Yes
No
What is the current price? ($ per share)
$ 
What is your income tax bracket?

Note: The Fund can also accept bonds, restricted stock, and the proceeds from life insurance policies and other non-publicly-traded securities. We can also accept proceeds from tax-deductible contributions of real estate, private equity investments, or tangible personal property.1 Contributions of these assets can be complex. Contact us for more information.

1. Contributions of real estate, private equity or tangible personal property are accepted via a charitable intermediary, with proceeds of your donation transferred to your Charitable Gift Account upon liquidation. This intermediary considers donations on a case-by-case basis, and assets typically must be valued at $250,000 or more. Call the Fund for more information at 800-746-6216.