This website (with more free tools coming soon!) is supported by our sponsors, who can also help explain the charts above: contact them via the links below.

Married, separate filing status:

Single filing status:


Married, joint filing status:

Is your financial advisor laser-focused on after-tax performance?​

At ImpactAdvisor you get a custom-built investment portfolio using the latest automated investment tools and backed by a team of industry veterans who can deliver superior after-tax returns.

With ImpactAdvisor you get to maximize your impact:

give more in philanthropy; give up less in taxes.

At ImpactAdvisor you get access to the same financial advisory benefits that are available to the ultra-high-net worth, without the minimum portfolio size that is typical elsewhere in the range of seven- or eight-figures.

View Image: Married + 2 & Mortgage

In the charts above, for each level of net W-2 income, shown along the top, the percentages in that column reflect the estimated incremental tax burden in California of:

  • an additional $10,000 in W-2/Schedule C income
  • the addition of $10,000 in capital gains

and, in yellow, the estimated net tax benefit from a $10,000/$50,000 donation is shown.

View Image: Married + 2 & Mortgage

In yellow, the estimated net tax benefit from a $10,000/$50,000 donation is shown below:

Our sponsors can help explain these calculations and lower your taxes.

Ready to make a difference?

2016 tax .org

View Image: Married + 2 & Mortgage

Donate $10K, get 44% cash back.

Married, with two children & a mortgage in California with $285,000 of W-2 wages/bonus