Legal disclaimer
Please note: The information provided here is not intended to be relied upon in lieu of tax or legal advice. Consult with a tax advisor or attorney for information related to your specific situation. Underlying assumptions and data were developed based on the tax code as of 1/1/2022. The results of this calculations do not consider:
the treatment of any state, local, foreign or alternative minimum taxes
phase-out rules for charitable deductions
charitable deduction limitations based on adjusted gross income
Additional Resources
Thinking about your tax strategy? Don't miss out on charitable deductions. Visit our charitable tax center to get more expertise and insight. Explore now.
Interested in learning more about how a donor-advised fund (DAF) can help you invest, grow, and give assets to charities for meaningful and lasting impact? Learn more about how our DAF can help support your giving goals. Read more.

Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.

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