Planned Giving Manager

Features:

- Rely on constant vigilance from PG Calc regarding updates in response to changes in tax law or state requirements
- Prepare attractive, customized proposals and presentations in a variety of formats
- Provide donors side-by-side comparisons of varying funding amounts and different types of gifts
- Create presentations for all common planned gift vehicles including charitable gift annuities, charitable remainder unitrusts and annuity trusts, retained life estates, and more
- Calculate deductions and other values for gifts of cash, long term appreciated property, short term appreciated property, ordinary income property, and capital loss property
- Model a testamentary charitable remainder trust or gift annuity funded with retirement plan or other IRD assets
- Create donor-specific and prototype gift annuity agreements for all 50 states