Outright Gift
Value of Gift
(Cash, Securities or Property)
You may choose cash, appreciated assets or a
combination of both.
combination of both.
Cash Amount Donated
Appreciated Assets Donated
Your Potential Charitable Income Tax Deduction:
$xxxxxx
Your Income Tax Savings:
$xxxxxx
Your Potential Capital Gains Tax Eliminated:
$xxxxxx
Deductible up to 60% of your adjusted gross income for cash gifts.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
This amount is based on your potential deduction and the income tax bracket entered
in Step 2.
This is based on a long-term capital gains tax rate of
xx% on the difference of your cost basis and the fair market value.
It assumes a gift of appreciated real estate or marketable securities you've
owned for more than a year. For other assets, see your tax professional.
Please note that the green bars are displayed using a percentage value, rather than a numeric value.
Copyright © The Stelter Company, All rights reserved.Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.