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//// Tax · Charitable Giving

Charitable Giving Tax Deduction Calculator

See your real after-tax cost of giving. Compare cash vs appreciated stock donations, model the DAF bunching strategy, and check whether itemizing beats the standard deduction.

401(k) Limit 2024$23,000
Roth IRA Limit$7,000
S&P 500 Avg Return~10%/yr

Total Donations

$5,000

Tax Savings

$648

Effective Cost

$4,352

0.9% of donated amount

Itemized vs Standard

Itemizing

+$2,400 benefit

Your Situation

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Mortgage interest, SALT, medical...

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Filing Status

Donations

$

Clothing, household goods, etc.

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Original purchase price

$

Deduction Analysis

Cash donations (60% AGI limit)

$5,000

Non-cash donations (30% AGI limit)

$0

Stock donations — FMV (30% AGI limit)

$0

Total Charitable Deduction

$5,000

Other itemized deductions

$12,000

Total Itemized

$17,000

Standard deduction (Single)

$14,600

Itemize — saves

$2,400

DAF Bunching Strategy

Contribute 2 years of donations ($10,000) to a Donor-Advised Fund in year 1. Take standard deduction in year 2. Grant from the DAF whenever you choose.

Extra federal tax savings vs spreading annually: +$3,784

Qualified Charitable Distribution (QCD) — Age 70½+

If you’re 70½ or older, you can transfer up to $105,000 directly from your IRA to a charity. The QCD counts toward your Required Minimum Distribution and is excluded from taxable income entirely — worth more than a deduction for most retirees, even if you don’t itemize.