Donor Advised Fund Calculator

Calculate DAF tax benefits with bunching strategy. See capital gains avoided on appreciated stock.

$
$
Asset Type
$
Holding Period
%
%
Filing Status

Tax Deduction

$50,000.00

Tax Savings

$18,500.00

Capital Gains Avoided

$8,000.00

Tax Benefit

Charitable Deduction$50,000.00
Federal Tax Savings$16,000.00
State Tax Savings$2,500.00
Capital Gains Tax Avoided$8,000.00
Total Tax Benefit$26,500.00

Bunching Analysis (3 years)

Annual giving ($16,666.67/yr)Would take standard deduction
Total deductions without bunching$96,600.00
Total deductions with bunching$129,400.00
Additional deduction from bunching$32,800.00
Extra tax savings from bunching$10,496.00

Use the Donor Advised Fund Calculator above to calculate your results. Enter your values and see instant results — all calculations run in your browser.

Disclaimer: This calculator is for informational purposes only and does not constitute tax, financial, or legal advice. Results are estimates based on the information you provide and current rates. Always consult a qualified tax professional or financial advisor for advice specific to your situation.