Charitable Financial Planner LIVE IS NOW AVAILABLE!
Charitable Financial Planner 2020 (Desktop) is NOT yet available. These are separate programs. Contact us for further details.
Find Your Client’s Sweet Spot in Charitable Gifting with Our Charitable Financial Planning Software
The Charitable Financial Planner is the perfect tool to advise clients who donate. It is built with the ability to compute complex planned giving calculations. It includes illustrations of capital gains tax savings and income tax deductions.
Charitable Financial Planner generates high-quality reports and full color 3D graphs to compare the different models.