L E V E R AG E D C H A R I T Y PLANNING Current Scenario
$2.1M
Current Stock Value
$494K
Capital Gains Tax
$84K
$1.43M
Annual Income
Ending Value Year 15
Recommended Scenario
$2.1M
Current Stock Value
$0
Capital Gains Tax
$105K
Annual Income
$2.9M
Charitable Gift Year 15
$832K
Tax Deduction Year 1
Growth of Charitable Gift $10.043M
Age 45 Amount to Charity
$0
vs.
Amount to Charity @ age 90
$17.5M
Age 75
$20.3M
Age 80
$30.1M
$30.1M
Age 90
Age 100 $42.8M 0
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