Free Securities Gift Calculator

The new AssetStream calculator illustrates the advantages of making charitable gifts using appreciated securities rather than cash. Click on Calculate to run a sample calculation now.

Free Customized Calculator

AssetStream is making this calculator and linked material available free of charge. The benefits of giving securities are many and can be viewed on AssetStream’s website at http://www.assetstream.com/donorfaq. The Securities Gift Calculator is available to any nonprofit organization.

How to Get the Calculator

Complete and submit the form below and we'll email you a unique custom code that you’ll use to link your website to your calculator. This code allows you to customize the calculator with your logo and a link to your home page or to the destination of your choice. You will need to supply the following information:

Profile
Email address for calculator notifications and updates.
Account information
Your preferred username; punctuation is not allowed except for periods, hyphens, and underscores.
A valid e-mail address. All e-mails from the system will be sent to this address. The e-mail address is not made public and will only be used if you wish to receive a new password or wish to receive certain news or notifications by e-mail.

For Webmasters

The remainder of this page discusses how to customize your free calculator.

The Calculator's input screen and report pages will be customized in the following manner:

  1. The Charity Logo will appear on the input screen and in the header of the report.
  1. The bottom of the report page will provide a link back to your organization. (See sample calculator)

To customize the calculator, a webmaster could use the following URL to provide a link which when clicked will launch a popup window, another page or as content in a frame. That window would load the calculator using a URL in the following form:

https://calculator.giftprocessingcenter.org/calculator?org_code=<org_code>
&org_reference_url=<org_reference_url>&logo_url=<logo_url>

Where the variables are:

<org_code> is an Organization Code provided by AssetStream Customer Service. This code will be unique for your organization. Contact AssetStream, LLC at customer_service@assetstream.com for your code.

<org_reference_url> is the url used in the link back to a page on your organization’s website. The destination of this link is usually your home page or a landing page on your website specifically designed for the purpose. The landing page might be the planned giving section of your website or a page on gifts of securities. It’s totally up to you.

<logo_url> is the URL of a GIF, JPG, or PNG logo provided by the charity. Note that this image could be used by the charity not only for branding purposes, but for tracking as well. This logo is stored on the organization’s server. The calculator resides on AssetStream’s secure servers. If possible, the logo should also be on a secure server otherwise some browsers will throw a dialog box indication secured and unsecured data is being retrieved.

Copyright © 2007 AssetStream LLC. A planned giving design center company. All rights reserved.