Resources
Guides and tools
Educational guides, calculators, and notes for families, advisors, and project leaders. Ask us to send a guide if you would like a copy.
Interactive tools
Calculators & quizzes
Impact Calculator
An educational model that compares direct giving, a donor-advised fund and a private foundation over time. It isn't tax advice.
Open the calculatorCRT Calculator
Educational model of CRUT/CRAT income and remainder using a published §7520 reference rate. Not a determination of whether a trust works.
Open the CRT calculatorFiscal Sponsorship Eligibility
A few quick questions about your project's purpose and reporting. We'll still want to talk with you afterward.
Take the quizPosted fees
Model A and donor-advised fund fees in one simple table. We'll go over them in our first conversation.
Read the feesGuides
Guides we can send you
How a donor-advised fund works
How a donor-advised fund works, what you can contribute, and how grants are recommended.
- How a donor-advised fund works
- What you can contribute
- How grants are recommended
- A fund compared with a foundation
Comparing a fund, a project, and a foundation
A plain comparison of a Paramount Legacy Fund, fiscal sponsorship, and an existing private foundation, when each is a fit.
- A fund to recommend grants
- A project housed under our exemption
- An existing foundation we can help administer
- Public fees in one place
The IRA charitable rollover playbook
A step-by-step guide to Qualified Charitable Distributions, who qualifies, how much you can give, and how to coordinate with your IRA custodian.
- QCD mechanics
- RMD interaction
- AGI impact
- Custodian instructions
- IRC §408(d)(8)
Want a copy of a guide?
We're happy to send you a copy, or you can start a conversation with us. The calculators on this site are educational models and aren't tax advice.