How It Works
T. Rowe Price Charitable makes it easy to support the causes you care about. Create your account, make a contribution that has the potential for growth, and give.
Create an Account
Establish your giving account online using the button below. It's easy and only takes a few minutes. The online form will allow you to name your giving account, add users, and choose how your contributions will be invested while you plan your giving strategy.
Make a Contribution
- Fund your giving account by making an irrevocable contribution of $5,000 or more in cash, long-term appreciated securities or noncash assets.
- Contributions are eligbile for an immediate tax deduction for the current year.
- Curious if we can accept an asset type not listed here? Send us an email with the details so our team of specialists can review.
- PDF links to contributing cash, mutual funds, asset transfer
Generallly Acceptable Asset Types:
- Publicly Traded Stocks
- Mutual Fund Share
- Bonds
- Real Estate LLC and LP Interests
- S-Corp Stock
- Restricted Stock
- C-Corp Stock
- Private Equity
When You’re Ready, Recommend a Grant Disbursement
You can support the charities of your choice as soon as you establish your account, or enjoy the convenience of giving to charity over time. You also have the flexibility to make grant recommendations online, via mail, by phone, or by fax.
Grants of Almost Any Size
The minimum grant amount is just $100, and there is not limit on how many recommendations you can make.
No Paperwork Required
We take care of all the paperwork for you, including mailing your grant check. You can review your granting history online at any time.
A Wide Range of Charities
Make grant recomendations to qualified U.S. public charities, private operating foundations, religious organizations, and certain governmental entities.
Frequently Asked Questions
Here are some of our frequently asked questions
Receipt letters are generated each Monday for the prior week’s contributions. Letters are archived to your giving account under the Letters/Statements tab for your convenient retrieval. Letters contain all necessary information required for reporting of your tax-deductible contribution to the IRS, including date of contribution, value, and asset description. Be sure to compare the receipts with your own records.
Consolidated receipt letters for all contributions made within the previous calendar year are also archived to your online account each January.
T. Rowe Price Charitable is a 501c3 public charity that sponsors donor-advised funds. The tax ID/EIN number is 31-1709466.
Contributions to T. Rowe Price Charitable are fully deductible for the tax year in which they are made. Contribution of cash are deductible up to 60% of adjusted gross income (AGI). Contributions of long-term appreciated securities are deductible up to 30% of AGI. Contributions over these limits can be carried forward for up to five years.
Grant distributions to charities from your giving account are NOT tax-deductible.
T. Rowe Price Charitable offers several features that may be relevant and advantageous to you in achieving your charitable giving objectives and strategies.
Specifically, our service offers you:The ability to take a tax deduction (up to the allowable IRS limits) in the year of the gift.The opportunity to make your grant decisions over a number of years. You decide when you want to support the organizations you feel most strongly about.The ability to provide support to multiple nonprofits from one donation of stock.The potential to grow your gift within managed investment pools to increase the amount you ultimately contribute. This strategy is especially advantageous for philanthropists who seek current tax advantages yet have high charitable aspirations and a longer investment time horizon.The convenience of managing your charitable giving through one account that provides quarterly statements documenting all account activity.The ability to name multiple advisors and contributors to your account, promoting charitable giving within your family or business.A resource to assist you in researching charitable organizations that may be compatible with your charitable mission or objectives.
Benefits
Learn more about how our highly personalized service, flexible tax advantages, and low annual fees help donors be confident they have made the right choice for aligning their financial resources with their charitable passions.
Explore More
Discover helpful links to learn more.
