Impact Calculator

See the difference TAF makes

Compare the after-tax outcome of donating alternative assets through TAF versus a traditional cash sale. Adjust the inputs to model your specific situation.

Illiquid Asset Donation Tax Benefit Calculator

Compare the potential after-tax impact of donating long-term appreciated assets directly versus selling the asset and donating cash proceeds. (Educational estimate only.)

Adds 3.8% to the capital gains rate for an estimate.
Assumptions: Long-term appreciation (held > 1 year). This estimate does not model AGI limits, state tax rules, AMT, phaseouts/floors, carryforwards, valuation discounts, or timing/appraisal nuances.

Contribute asset directly
Fair market value of proposed donation
Long-term capital gains tax paid
Charitable contribution / deduction (estimated)
Total donor tax savings (estimated)
Sell asset & donate proceeds
Fair market value of proposed donation
Long-term capital gains tax paid
Charitable contribution / deduction (estimated)
Total donor tax savings (estimated)
Information provided is general and educational and is not legal or tax advice. Consult your tax advisor.