LONG-RANGE GIVING CALCULATOR

We’ve learned through our advisory practice that people can often donate more to charity than they think. A contributing factor to this is when donors don’t account for market returns over time. This simple calculator can help you determine your long-range charitable budget. (None of the information you enter is being 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 give away each year (for example, if you have $100,000 total for charity, and enter 10% here, you are planning to donate $10,000 in the first year)

• Expected Annual Return - The percent 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)