Compare the after tax value of a cash donation vs. gifting a noncash asset, such as real estate, stock, or mutual fund shares.

What is the dollar value of the gift?
$

If a noncash asset, what was the amount originally paid?
$

Calculator is for illustrative purposes and assumes a marginal tax rate of 37% and a 3.8% Medicare surtax.

Charitable Gifts of Cash		Charitable Gifts of Appreciated Stock, etc.
Cash Contribution	$	Market Value of Stock	$
Marginal Tax Rate		Amount Paid for Stock	$
Income Tax Saved	$	Income Tax Saved	$
		- Capital Gains Tax	$
		- Net Investment Income Tax	$
		Additional Tax Savings	$
Estimated After Tax Cost of Gift	$	Estimated After Tax Cost of Gift	$

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