Tools and Calculators

Strategies for giving

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.

Securities Donation Calculator

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

Appreciated Securities Tool for Fidelity Brokerage Customers

Log in and identify potential long-term appreciated securities that you might consider contributing to charity.

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.


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.

Ready to get started?

Establishing your Giving Account is easy and only takes 5 minutes.

All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.

Or call us at 1-800-262-6039