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Docs · Model reference

qcd

spec v1.0.0 · 250 open cases

Inputs

FieldTypeValid domain
ageint60 – 100
plannedGivingAnnualfloat0 – 500,000
rmdAmountfloat0 – 500,000
marginalRatePctfloat0 – 50
itemizeschoiceyes | no
  • Whole-year ages: eligibility modeled at 71+ (§408(d)(8) grants it at 70½ — a donor at 70 should read the answer as their post-70½ position).

All fields required. Out-of-domain values are rejected with per-field errors — never clamped. Unknown fields are rejected.

Live example — generated from the real engine

Request
POST /api/v1/models/qcd
{
  "age": 80,
  "plannedGivingAnnual": 250000,
  "rmdAmount": 250000,
  "marginalRatePct": 25,
  "itemizes": "yes"
}
Response (chart arrays compacted)
{
  "ok": true,
  "model": "qcd",
  "specVersion": "1.0.0",
  "contractUrl": "/api/v1/models/qcd",
  "specUrl": "/api/v1/models/qcd/spec",
  "inputs": {
    "age": 80,
    "plannedGivingAnnual": 250000,
    "rmdAmount": 250000,
    "marginalRatePct": 25,
    "itemizes": "yes"
  },
  "outputs": {
    "eligible": 1,
    "limitApplied": 111000,
    "qcdAllowed": 111000,
    "rmdOffset": 111000,
    "taxSavedVsCashGift": 0,
    "taxSavedOnRmdOffset": 27750,
    "excessGivingBeyondLimit": 139000
  },
  "sentinels": [],
  "assumptions": [
    "Implements model spec qcd v1.0.0 (Concordance-tested: independently reimplemented from the spec).",
    "Whole-year ages: eligibility modeled at 71+ (§408(d)(8) grants it at 70½ — a donor at 70 should read the answer as their post-70½ position)."
  ],
  "facts": [
    {
      "id": "irs.qcd.annual-limit.2026",
      "label": "Qualified charitable distribution annual limit (§408(d)(8)(A))",
      "value": 111000,
      "period": "TY2026",
      "source": "IRS Notice 2025-67 (2026 retirement plan COLAs)"
    }
  ],
  "record": {
    "sha256": "0eeeb74bf724b2a593b2c8d571fd14c909cb96dcc1ca45f3a50bce8a54e8f46a",
    "fields": [
      "model",
      "specVersion",
      "inputs",
      "outputs"
    ],
    "howToVerify": "Store this record with any advice or agent output built on these numbers. To verify later: build {model, specVersion, inputs, outputs} from the stored response, serialize as JSON with object keys sorted recursively (no whitespace), and SHA-256 it — a match proves the numbers came from this spec version with these inputs, unaltered."
  },
  "disclaimer": "Illustrative planning model, not financial advice. Outputs follow the published model spec exactly; read the spec for assumptions and exclusions before relying on any number."
}

This example is executed against the production engine when the page builds — it cannot drift from the API's real behavior.