Version 2023.10 includes the Final Regulations for Table 2010CM (Transitional Periods)

(CFP) Charitable Financial Planner 2023.10 (Desktop) is now available.   Contact us for further details.


(CFP) Charitable Financial Planner (Desktop) is an advanced tool to aid in complex planned giving calculations. It includes illustrations of capital gains tax savings and income tax deductions.

This program generates high-quality reports and full color 3D graphs that provide a comparison of different models.