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Charitable Deduction Calculator (2026 Rules)

Free charitable deduction calculator built for the 2026 rules: the new $1,000 and $2,000 deduction for people who do not itemize, the 0.5% of AGI floor, the 35-cent cap for top brackets, and the New York State and New York City layer. Run three decisions on your own numbers: bunching several years of giving into one, giving from an IRA after 70½ instead of writing a check, and giving appreciated stock instead of cash.

Step 1Pick your question from the three tabs below.
Step 2Example numbers are already filled in. Swap in your own two numbers: your income and your gift.
Step 3Press Compare and read the plain-English answer on the right.
Tax year 2026 · federal, New York State and NYC · updated July 30, 2026 · figures from Rev. Proc. 2025-32 and P.L. 119-21
Bunch or give every year

New for 2026: itemized charitable gifts only count above one half of one percent of your income. Giving the same amount every year pays that toll every year. Concentrating several years of giving into one pays it once.

Adjusted gross income, the income line on your tax return (Form 1040, line 11).
More detail (optional). The answer states what it assumed.
State income tax plus property tax you pay in a year, before any cap.
Mortgage interest, large medical bills. Skip it if unsure.
Example numbers shown. Swap in yours and press Compare.
Bunching saves you
$0
Enter your numbers to compare.
Total tax, giving every year$0
Total tax, bunched into one year$0
Lost to the 0.5% floor if you give annually$0
Difference over the period$0
Fund an Athlete's Season

The curriculum behind this calculator is taught to every NYC Honor athlete at no cost to their families.

Give from your IRA, or write a check

From age 70 and a half you can send money straight from a traditional IRA to a charity. It never lands in your income at all, which is different from taking the money out and deducting the gift. The 2026 limit is $111,000 per person.

Adjusted gross income, the income line on your tax return (Form 1040, line 11), as it would look if you withdrew the money.
More detail (optional). The answer states what it assumed.
Example numbers shown. Swap in yours and press Compare.
Giving from the IRA saves
$0
Enter your numbers to compare.
Federal tax, writing a check$0
Federal tax, giving from the IRA$0
Your income after the gift, check$0
Your income after the gift, IRA$0
Difference$0
Fund an Athlete's Season

A gift from an IRA can go to a charity like this one. The curriculum behind this calculator is taught to every NYC Honor athlete at no cost to their families.

Give stock, or sell it and give cash

If you have held a stock more than a year and it has gone up, giving the shares directly can beat selling them first. You skip the capital gains tax and can still deduct the full market value, though a lower ceiling applies to gifts of property.

Adjusted gross income, the income line on your tax return (Form 1040, line 11).
More detail (optional). The answer states what it assumed.
Example numbers shown. Swap in yours and press Compare.
Giving the shares saves
$0
Enter your numbers to compare.
Capital gain you would realize by selling$0
Tax on that gain, including the 3.8% surtax$0
Deduction allowed, giving shares$0
Deduction allowed, selling then giving cash$0
Difference$0
Fund an Athlete's Season

The curriculum behind this calculator is taught to every NYC Honor athlete at no cost to their families.

What this calculator does not do

Every calculator makes assumptions. Most do not tell you what they are. Here are ours, so you can judge whether the answer applies to you.

It does not model

  • Any state other than New York. The bunching tool adds New York State and New York City. Every other state is outside this page, and many do not follow the new federal charitable rules at all.
  • The New York supplemental tax. Above $107,650 of New York income a recapture provision claws back the benefit of the lower brackets, so a high earner's true New York marginal rate is higher than the bracket rate used here. Treat the New York figure as approximate in that range.
  • The alternative minimum tax, the qualified business income deduction, or the taxation of Social Security benefits.
  • Medicare premium surcharges. Income above certain thresholds raises your Part B and Part D premiums two years later. This can make keeping income down worth more than the tax number alone suggests, which matters most in the IRA comparison.
  • Deduction carryforwards from earlier years, or gifts to private foundations, donor advised funds, and supporting organizations, which follow different limits.
  • Anything about whether you should give at all. That is not a tax question.

Which way it is likely to be wrong

Where it errs, it errs toward understating the benefit of giving from an IRA, because keeping income lower also helps with Medicare premiums, the taxable share of Social Security, and other thresholds tied to income that are not modeled here. For the bunching and stock comparisons the figures should be close, though a large gift can push you between brackets in ways a simpler estimate would miss. This tool computes your actual tax twice and takes the difference, rather than multiplying a deduction by a tax rate, which is why its answers may be smaller than the numbers other calculators show.

The New York figure is deliberately cautious. Two things about New York are genuinely unsettled: whether the new federal half percent floor applies to the state's own charitable line, and whether the state ceiling is 50 or 60 percent of income. Rather than pick one reading and present it as fact, this page computes both and shows you the range, leading with the lower one. If your accountant reaches the higher figure, that is not a disagreement with this page. It is the same open question, answered by someone who can take responsibility for the answer.

Where the numbers come from

The 2026 brackets, standard deduction, and capital gains thresholds come from IRS Revenue Procedure 2025-32. The half percent floor, the deduction for people who do not itemize, the cap on the value of itemized deductions, and the permanent 60 percent ceiling on cash gifts come from Public Law 119-21. The 2026 IRA charitable distribution limit of $111,000 comes from IRS Notice 2025-67. The state and local tax cap of $40,400, its phase-down above $505,000 of income and its $10,000 floor come from Internal Revenue Code section 164(b)(7). The $6,000 deduction for people 65 and older, and the fact that it applies separately to each qualifying spouse, come from section 151(d)(5)(C).

The New York figures come from the state's own law rather than from a summary of it: the 2026 rate schedules from Tax Law section 601, the standard deduction from section 614 as published in the 2026 Form IT-2104 instructions, the right to itemize for New York while taking the federal standard deduction from section 615(a), the high income reductions from section 615(f) and (g), and the New York City tax and its 14 percent additional tax from sections 1304 and 1304-B.

The Internal Revenue Service has not yet published any guidance for tax year 2026 on charitable contributions. Publication 526 currently covers 2025 only. Where this page states a 2026 rule, it is citing the statute directly, because there is nothing else to cite.

This is education, not advice

NYC Honor Foundation is a charity, not a tax or investment advisory firm. This tool produces an estimate to help you ask better questions. Tax outcomes depend on facts this page never sees. Talk to your own tax professional before acting on any of it. Nothing here is a promise of a particular result.

Go deeper

If you take the standard deduction, the new rule that lets you deduct up to $1,000 ($2,000 on a joint return) anyway is explained in plain English in the charitable deduction without itemizing, 2026. If you are 70½ or older with an IRA, the 2026 QCD limit and rules explain why giving straight from the IRA usually beats writing a check. If your giving hovers near the standard-deduction line, bunching in 2026 is the timing decision to read about. The financial curriculum this calculator grew out of is at financial literacy.

The 2026 Giving Checklist

The December deadlines and the three numbers to remember, on one printable page. Enter your email and the download appears right here.

Built by the people we teach it to

The same financial curriculum behind this calculator is taught to every NYC Honor athlete at no cost to their families, alongside a season of national-level basketball. If it was useful, it was free because someone funded it.

Fund an Athlete's Season   See the Curriculum