Planned Giving Calculator

Welcome to the The San Diego Foundation Planned Giving Calculation Center. Two versions of the calculations are available for your use. Please read about and select which calculations you wish to use by clicking on the version title.

Donor Direct is designed for prospective donors who would like to understand more about various planned giving vehicles and quickly calculate an approximate charitable deduction. An easy to read report provides a summary of the calculation along with a description of the financial and tax benefits of the gift.

Compliance NOW is a more advanced version of the calculation system that is designed to help gift planning advisors calculate the exact amount of a charitable contribution deduction. When the donor claims a charitable contribution deduction, they are required to show the IRS the steps used in the calculation. Compliance NOW does this by providing a detailed report that is suitable for inclusion with the donor's tax return.

Resource Center:
Glossary of Investment Terms
Glossary of Philanthropic Terms