Show the donor an
estimated after-tax cost.

The donor chooses an amount and frequency. Your formula estimates the relief and after-tax cost using the rules you configure; the donor’s actual outcome depends on eligibility and the applicable rules.

See the plugins See how it works

Guild gift Monthly gift

$40 per month

$188

Yearly gift$480

Estimated relief−$292

Est. after-tax costIllustrative estimate

Fictional USD relief bands applied to a $480 yearly gift.

Illustrative experience

Worked out as they choose
Bands and caps in one formula
Built without code

The finished experience

Put a clear estimate beside the gift.

Donors can compare estimated after-tax costs while choosing an amount, with the assumptions and estimate label kept beside the result.

A good fit for
Nonprofits in countries where giving earns tax relief.

1

Ask for the amount and the frequency

Collect the amount and frequency, plus any inputs your configured relief calculation needs. The form applies your rules; it does not determine eligibility automatically.

Gravity Forms
2

Write the relief as a formula

Put your percentages, thresholds and caps into a conditional formula. In this fictional USD example, $40 a month is $480 a year: 80% on the first $250 and 40% on the rest estimates $292 of relief and a $188 after-tax cost. These example bands are not tax rules.

GP Advanced Calculations
3

Carry the figure past the screen

Show the estimated after-tax cost beside the donation button with its assumptions and eligibility limits. Keep the estimate label with the amount if you include it in the confirmation.

Gravity Forms

Inspired by a real build

Spotlight: Gasol Foundation Incentivizes Donations with a Tax Break Calculator May 2024 See how Jordi Anglada built a tax break calculator to encourage donations for The Gasol Foundation, without knowing how to code. Read the spotlight

What you’ll need.

Start with Gravity Forms. Add the capabilities this solution needs, then make the experience your own.

GP Advanced Calculations

Applies your conditional relief bands and caps to estimate the after-tax cost. The formula does not establish the donor’s eligibility.

Explore GP Advanced Calculations

Before you start

Maintained rules for the applicable jurisdiction, caps and eligibility assumptions.
A clearly labeled estimate. The illustration’s USD bands are fictional and must be replaced with the rules applicable to your donors.
A payment add-on if the same form accepts the gift.

Get this built.

A plan covers how many of our plugins you run at once, and on how many sites. Here is what this one needs.

Required

GP Advanced CalculationsPerks

Gravity Perks Basic $59 /year

Covers this on one site. More sites need Advanced or Pro.

See plans for this solution

Every plan renews at the same price, and you can upgrade any time for the difference.

Make it fit
your project.

Does this take the donation as well?

Not on its own. It works the figures out; taking the money needs one of Gravity Forms’ payment add-ons on the same form.

Is this tax advice?

No. It estimates a result from the rules and assumptions you supply. Keep the estimate label and eligibility limits beside the figure; the donor’s actual relief can differ.

Do we need a formula for every country we fundraise in?

One formula per set of rules. Conditions inside it cover thresholds, a different percentage above them and an annual cap, and a country field can choose which branch runs.