LONG-RANGE GIVING CALCULATOR

Through years of advising families, we’ve learned that people can often donate more than they think. This is sometimes because people forget to account for market returns along the way. Use this calculator to determine how much money you can reasonably donate over time. (None of the information you entered is being captured by our team; this calculator and its 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 Percent - The percent of your money you wish to give away each year (for example if you have $100,000 for charity, and enter 10% here, you are planning to donate $10,000 in year #1)

• Expected Annual Return Percent - The percent you expect to earn on your savings each year (e.g. the S&P 500 has averaged 10.7% over the last 30 years)