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Accurate and easy to use.





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 calculations module includes the following:

  • Charitable Planning Calculations
    • Gift Annuities
      • Immediate Gift Annuity
      • Deferred Gift Annuity
    • Charitable Remainder Trusts
      • Charitable Remainder Annuity Trust
      • Charitable Remainder Unitrust
        • CRUT v. Side Fund Investment
    • Charitable Lead Trusts
      • Charitable Lead Annuity Trust
      • Charitable Lead Unitrust
    • Other
      • Comparison of Bargain Sale and UBTI
    • Pooled Income Fund
      • Real Estate PIF - Benefits to Charity
      • Real Estate PIF - Benefits to Donors
    • Retained Life Estate in a Residence or Farm
  • Miscellaneous Calculations
    • Future Value
    • Life Expectancy
    • Mortality Tables
    • Present Value
    • Probability of Survival
    • Term and Life Factors

See screenshots

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.

See screenshot

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 $250.00 per year.

Volume pricing is available beginning at 11 licenses. Please contact info@charitableplanning.com for more information on volume discounts.

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Content provided by CharitablePlanning.com in conjunction with Kallina & Associates, LLC


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