Tools and Calculators

Strategies for giving

Charitable Giving Tax Savings Calculator

Use our interactive tool to see how charitable giving can help you save on taxes this year or over several years.

Appreciated Securities Donation Calculator

Learn about the tax advantages of contributing long-term appreciated securities.

Pool Selector

Learn about this quick survey that can help you select an Asset Allocation pool that may be best suited for your Giving Account.

Quizzes

QUIZ: Is a donor-advised fund right for you?

Just answer a few questions, like how long you hope to contribute, the amounts, and your risk tolerance.

QUIZ: Which charitable solution is right for you?

Answer 10 simple questions to learn how a donor-advised fund or private foundation could fit your philanthropic needs.

Additional resources

Recent research tells us that generosity is hardwired in our brains, but we don’t know how to have the greatest impact with our giving.

Take the four steps to smarter giving

Align your charitable giving with smart tax strategies, and the result might include an unexpected double win.

Read about charitable tax strategies

A simple, flexible and tax-efficient way to give to your favorite charities.

See how a donor-advised fund works

Ready to get started?

Opening a Giving Account is fast and easy and there is no minimum initial contribution.

Open a Giving Account

Or call us at 1-800-262-6039