Strategic tools power philanthropic planning.
David is passionate about supporting the arts foundation but is also navigating the complexities of a potential Series A funding round or acquisition for his company. He's balancing his philanthropic desires with the need to manage his personal portfolio, including vested and unvested RSUs, and minimize his tax burden.
By utilizing the Annual Income Calculator to get a clear view of his total income, including RSU vesting schedules and potential capital gains from a company sale, David was able to determine an appropriate planned giving amount. He then explored various giving options, including a donor-advised fund and a charitable remainder trust, to maximize his tax deductions and provide a substantial gift to the foundation. This strategy allowed him to donate $150,000 in appreciated stock while minimizing his capital gains tax liability.
The Annual Income Calculator was used in conjunction with scenario planning tools to model different exit strategies and their impact on David's income and tax liabilities. The PITI calculator helped him understand his overall expenses when planning for donations.
$27,000 in estimated capital gains tax savings over 3 years.
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