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Charitable
Calculations

Accurate and easy to use.

Commentary

Library

Calculations

Handbook

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
    • Charitable Lead Trusts
      • Charitable Lead Annuity Trust
      • Charitable Lead Annuity Trust, Zeroed-Out
      • Charitable Lead Unitrust
    • Retained Life Estate in a Residence or Farm
    • Pooled Income Fund
  • Miscellaneous Calculations
    • Future Value
    • Life Expectancy
    • Mortality Tables
    • Present Value
    • Present Value Until Such Time as 1 Person Survives Another
      • Present Value of Current Use of $1 Until Such Time as 1 Person Survives Another
      • Present Value of a $1 Annuity Until Such Time as 1 Person Survives Another
    • 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 sales@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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