Free, open-source calculators and guides that help supporters of the Theodore Roosevelt Presidential Library — and their advisors — find the smartest way to give. Every tool drops onto any web page with one line of JavaScript.
Seven questions that point a visitor to the right giving method, with reasons, links, and questions for their advisor. Built for the top of the Support page.
How every state treats a charitable gift on its income tax — filter to one state to see what it means for a gift, and which giving method fits.
North Dakota’s 40% state credit for endowment and planned gifts — for individuals, businesses, trusts, and estates: credit size, how much a donor can use, why it beats a deduction in ND, the federal-deduction interplay, and net cost.
Eligibility check, RMD estimate, and a side-by-side of giving from an IRA versus withdrawing and giving cash.
Give shares or sell-then-give: capital gains avoided, deduction value, net cost, and transfer steps.
Every-year giving versus bunching two or three years into one, with the new ½%-of-AGI floor built in.
Sponsor-specific grant steps, a copyable grant recommendation, and a DAF-or-direct decision helper.
Builds sample will or trust language — percentage, residuary, amount, or asset — with the Foundation’s legal details.
Account-by-account instructions for naming the Foundation as a beneficiary and which assets are best left to charity.
The “I’ve included the Library in my plans” form. Embeds a DonorPerfect form when configured; otherwise a pre-filled email.
Federal estate tax exposure, how a charitable bequest changes it, and a flag for the 18 states with their own death taxes.
Educational illustrations of a gift annuity, unitrust, and annuity trust using ACGA rates and the current §7520 rate.
What a gift becomes with an employer match, and how to claim it.
A slider that turns a monthly amount into yearly and multi-year impact and links to the monthly giving form.
Pick a gift type and see when it counts, the start-by date for this year, and what to do — checks, stock, QCDs, DAFs, wires, property.
Internal drafting aids that share the same figures and legal details. Not linked from donor-facing pages.
Staff tool: IRS-compliant acknowledgment letters for every gift type, plus the North Dakota endowment qualification letter donors attach to Schedule ND-1QEC.
Each tool ends with three buttons: Download advisor summary (PDF) — a one-page recap of what was entered, what the tool showed, the notes, and the questions to bring to an advisor, with the Library’s legal details; Print; and Copy link to this scenario, which puts the inputs in the URL so a donor can send their exact scenario to an advisor — or development can send a prospect a link that opens a calculator already filled in (for example ?qcd.age=75&qcd.gift=20000). Several tools also produce paperwork: a QCD request letter, a broker transfer letter, a draft IRS Form 8283, a pre-filled Schedule ND-1QEC, and a signable Heritage Society statement of intent. Everything is generated in the browser; nothing a donor types is sent anywhere.
Each tool is a single JavaScript file that carries its own styles, the current tax figures, and the Foundation’s details. Paste one snippet where you want the tool to appear. Several tools can share a page.
<div data-trpl-tool="navigator"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/navigator.js" async></script>Options go on the div as data attributes: data-theme="dark", data-accent="#1B4532", data-hide-header="true", data-intent-form-url="https://…" (DonorPerfect intent form), data-contact-email, data-contact-name, data-contact-phone. Full reference in docs/EMBED.md.
src/tax-data.js) stamped with the tax year and review date, and every tool prints that stamp in its footer. A scheduled reminder opens a review issue each November when the IRS publishes the next year’s figures. See docs/TAX-REVIEW.md.<div data-trpl-tool="navigator"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/navigator.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/navigator/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="states"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/states.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/states/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="ndcredit"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/ndcredit.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/ndcredit/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="qcd"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/qcd.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/qcd/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="stock"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/stock.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/stock/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="bunching"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/bunching.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/bunching/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="daf"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/daf.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/daf/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="bequest"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/bequest.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/bequest/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="beneficiary"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/beneficiary.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/beneficiary/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="intent"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/intent.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/intent/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="estate"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/estate.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/estate/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="lifeincome"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/lifeincome.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/lifeincome/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="matching"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/matching.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/matching/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="monthly"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/monthly.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/monthly/embed" style="width:100%;height:900px;border:0"></iframe>
<div data-trpl-tool="deadlines"></div>
<script src="https://givingtools.labs.trlibrary.com/dist/deadlines.js" async></script>Or as an iframe: <iframe src="https://givingtools.labs.trlibrary.com/support/tools/deadlines/embed" style="width:100%;height:900px;border:0"></iframe>
A live demo of the Navigator, the way it would sit at the top of the Support page: