LONG-RANGE GIVING CALCULATOR

This simple tool often helps people realize that they can donate more to charity than they originally thought (in part due to ongoing market returns on their investments). Use this calculator to explore your long-range charitable budget. None of the information you enter will be captured by our team - the calculator’s results are for your eyes only.

• Total Money To Donate - The amount (in dollars) that you have set aside for charity

• Years of Donation - The number of years into the future that you wish to make charitable gifts

• Annual Giving - The percent of the first field that you wish to donate to charity each year (for example, if you have set aside $100,000 total for charity, and enter 10% here, you are planning to donate $10,000 at the end of the first year)

• Expected Annual Return - The percent that you expect to earn on your savings each year (as a starting point, consider that the S&P 500 has had an average return of more than 10% over the last 30 years)