Unused Charitable Donations

This page covers the following location(s) in NaviPlan:

Plan Management – Assumptions – Unused Charitable Donations

Planning Objectives :: Screen Notes :: Related Information

Planning Objectives

ClosedWhat charitable donations can be entered here?
  • This page is used to enter unused charitable donations.
  • Enter the portion of the charitable deduction that your clients have not claimed, but which is eligible to be carried forward according to the Internal Revenue Code. This information is used to calculate the clients’ taxes in all projections.

Screen Notes

Closed60% Charities
  • Non-Capital Gain Property – Value of unused non-capital gain property donations to 60% charities, as listed in line #10 of IRS Publication 526
  • Capital Gain Property – Value of unused capital gain property donations to 60% charities, as listed in line #19 of IRS Publication 526
ClosedNon 60% Charities
  • Non-Capital Gain Property – Value of unused non-capital gain property donations to non 56% charities, as listed in line #16 of IRS Publication 526
  • Capital Gain Property – Value of unused capital gain property donations to non 60% charities, as listed in line #24 of IRS Publication 526

Related Information




Important!: This form is designed to collect your feedback, not to provide support. Use this form to make suggestions to improve the Help system.

For technical assistance and product inquiries, please contact Advicent Solutions Partner Support:


NaviPlan is a registered trademark of Advicent Solutions, Inc.