See your charitable impact
Answer a few questions and watch your projected impact update in real time.
$0
over20years
Giving Multiplier
more impact than giving without a DAF
That's equivalent to
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About Tax Deductions
We recognize that the ability to claim a tax deduction is a key catalyst of charitable giving. In fact, an individual can experience significant additional savings, aside from those noted in this calculator, by gifting assets to a donor-advised fund, claiming an immediate tax deduction, and allowing the assets potentially accrue tax-free over time. This can be more tax-efficient than holding assets in a personal investment account and paying tax on the dividends or interest.
Donors can further enhance these benefits by contributing their appreciated assets, such as long‑held securities. By donating appreciated assets directly to a donor‑advised fund, donors typically avoid paying capital gains taxes while still receiving a charitable deduction based on the asset's full fair market value.
Due to shifting tax laws and the complexities involved with each individual's financial portfolio, we did not account for the tax deduction in this calculator's scenarios. However, we encourage potential donors to consider the additional positive impact a charitable donation and resulting deduction will have on their overall financial portfolio.
Because each person's tax situation is unique, we recommend that you consult a qualified tax advisor to discuss your charitable giving strategy.
This calculator is for informational purposes only. Returns are dependent on market conditions and not guaranteed.
Program Guidelines & Requirements
- Account Minimums: To establish a donor-advised fund account with Vanguard Charitable, a minimum initial contribution of $25,000 is required. Subsequent additional contributions must be at least $5,000.
- Flexible Giving (Bunching): This tool allows you to model an "annual average" for planning purposes (e.g., entering $3,500 to represent a $10,500 contribution made every three years). However, please note that Vanguard Charitable requires each individual additional contribution to be at least $5,000. You may contribute as frequently or infrequently as you choose, provided each transaction meets this minimum.
- Gifting Policy: The minimum grant recommendation is $500 per charity. The projections in this tool assume that all modeled annual giving meets this threshold.
All investments are subject to risk. Past performance does not guarantee future returns. Diversification does not ensure growth or protect against loss in a declining market. All contributions are made as charitable donations to a philanthropic account held at Vanguard Charitable. Vanguard Charitable's all-in fee is a weighted average based upon account asset size. Open configuration options
