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
Educational model of direct giving, a donor-advised fund, and a private foundation over time. Not tax advice. Not a client-meeting script.
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 short set of questions about purpose and reporting. A conversation still has to happen.
Take the quizPosted fees
Model A and donor-advised fund fees in a plain table. First conversation confirms them.
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)
Insights
From the blog
Jan 22, 2025
Agile Philanthropy
How Agile basics — sprints, retrospectives, and adaptive planning — help philanthropic families give with more clarity and less friction.
Jan 10, 2025
The Big Beautiful Bill
What major tax legislation means for high-capacity donors, DAFs, QCDs, and year-end planning conversations with your advisors.
Jan 2, 2025
Fiscal Sponsorship Explained
How Paramount Impact's Model A fiscal sponsorship supports project leaders with segregated accounts, compliance, and donor receipts.
Want a copy of a guide?
Ask us to send it, or start a conversation. Calculators on this site are educational models, not tax advice.