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Planned Gifts involve splitting income interests and remainder interests on an actuarial basis. Our calculations allow you to determine the present value of each interest with confidence and determine how much of a gift is deductible.

What is it?

A collection of expertly developed, highly-accurate, industry-specific calculations that help you quickly get down to the dollars and cents of a charitable gift.

What does it include?

Our Charitable Planning Calculations include the following:

The following Miscellaneous Calculations are included as well.

What are some of the highlights?

Beyond just numbers: Our calculations don't just give you numeric results, but the ability to name and save calculations for later re-use, as well as print them for clients.

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Close enough for government work? Each calculation has been thoroughly tested for accuracy by our experts. In fact, when we found discrepancies between 3 of our calculation results and the IRS's results, we discovered the IRS had rounded incorrectly in all three cases. We're still waiting to hear back from the IRS.

See our whitepaper

How much does it cost?

$250 / year

One license may be purchased for $250 per year.

Volume pricing is available beginning after 10 units. Please contact sales@charitableplanning.com for more information on volume discounts.