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What’s the real
cost of my donation?

If you itemize, a charitable donation reduces your taxable income — which means the net cost to you is less than the gift amount. This tool shows the federal (and optional state) benefit, and your true after-tax cost.

Best for Itemizers + DAF planners
Required Itemized deductions
AGI limit 60% (cash) · 30% (appreciated)

Only useful if you itemize. The 2026 std deduction is $15,750 single / $31,500 MFJ; your itemized total has to clear that for the donation to matter.

Total tax savings
$0
Federal benefit$0
State benefit$0
Net cost to you$0

Disclaimer: Assumes you itemize and the donation is fully deductible (within AGI limits). Doesn’t model phase-outs, AMT, or appreciated-securities basis. For DAF, QCDs, and appreciated-stock strategies, talk to a CPA.

Three strategies worth knowing

Beyond writing
a check.

Cash is the simplest form, but rarely the most efficient. A few moves can multiply the after-tax impact of the same generosity.

Donate appreciated securities

Gifting long-term stock (held > 1 year) lets you deduct fair market value and avoid the capital gain you’d owe on a sale. Two tax benefits, one gift.

Bunch donations into one year

If your annual giving hovers near the standard deduction, bunch two or three years into one and itemize that year; take the standard in off years.

Use a Donor-Advised Fund

Fund a DAF in a high-income year (deduct immediately), distribute to charities over multiple years. Common move for liquidity events and bonus years.

Qualified Charitable Distribution

Over 70½ with an IRA? A QCD up to $108,000 (2026) goes directly from IRA to charity, satisfies your RMD, and never hits your AGI. Best move available, period.

Planning a six- or seven-figure
gift this year?

The structure matters more than the amount. Schedule a call before you write the check — there’s usually a better path.

Phone(832) 983-7080
Emailtim@whetzelco.com
Book a 30-min call