Gift Calculator: Cash and Appreciated Assets

Quickly calculate how making a gift during your lifetime can lower your tax bill. 

Explore the potential tax benefits associated with gifts of cash and/or appreciated assets, including:

  • Publicly Traded Securities
  • Closely Held Stock
  • Real Estate


The above calculator is powered by Stelter. Calculations assume a 15% long-term capital gains tax rate for donors in the 35% federal income tax bracket. However, donors in this tax bracket may be subject to a 20% long-term capital gains tax rate dependent on the donor’s income level. Additional tax savings may exist.

If you have any questions or wish to discuss a potential gift, please contact us at or 866.719.7886.