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Philanthropy Capacity Model
Date:
November 6th, 2025
Project type:
Tool
Skills Developed:
Financial Modeling, Excel Automation, Tax and Estate Analysis
This Excel-based model helps development officers estimate a donor’s giving capacity and visualize how their wealth divides between heirs, charity, and taxes. It links income, expenses, and investment growth to automated tax and estate calculations, producing clear, data-driven outputs and charts that highlight a donor’s potential philanthropic impact over time.
Tool Link Below:
https://drive.google.com/drive/folders/14B0QPcIDWr1ufgfJ96SzbeOirsIMDCxK?usp=drive_link
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