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Charitable Financial Planner

Charitable Financial Planner (Desktop App)

$395.00

(CFP) Charitable Financial Planner 2025.00 (Desktop) is now available. Contact us for further details.

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(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.

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Category: Estate Planning

DESCRIPTION PRODUCT COMPARISON VERSION HISTORY PRICING

Description

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Charitable Financial Planner is $395 for a single initial license, including twelve months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $169 for a single license.

A current desktop version of Windows is required.

For multiple licenses or enterprise licensing, please call 803-781-9595.

Product Comparison

Version History

Version 2025.00 (Released 12/12/2024)

Income Tax Adjustments for 2025.
Estate Tax Exclusion for 2025 ($13,990,000).

Version 2024.00 (Released 1/2/2024)

Income Tax Adjustments for 2024.
Estate Tax Exclusion for 2024 ($13,610,000).
Maximum Gift Annuity Rates published by the American Council on Gift Annuities, effective 1/1/2024, included.

Version 2023.10 (Released 7/7/2023)

Final Regulations for table 2010CM - Transition Period. The proposed regulations released in May of 2022 had the transition starting period equal to 1/1/2021. The Final regulations have reset the transition period to start on 5/1/2019, and allows for amended calculations based on using either mortality table. During this timeframe, 5/1/2019 thru 6/1/2023, the user can select between table 2000CM and 2010CM. Most models used a valuation/transfer year in the format MM/YYYY - these were modified to allow the format MM/DD/YYYY, specifically to allow for the effective date of 6/1/2023 to be included in the transition. 10 Models were impacted by this change, including: QPRT, GRAT, GRUT, CRAT, CRUT, CLAT, CLUT, Farm, Pooled Income Fund, and Charitable Gift Annuity.
Final Regulations for table 2010CM - Interpolation. Taxpayers may use an exact method of obtaining the applicable factors, such as through software using the actual rate of return and the actuarial formulas provided in the regulations, in place of the generally less accurate interpolation method. Models have been updated to allow for the user to select between Interpolation and Exact methods. Models that were impacted by this change include: Pooled Income Fund, CRUT and CLUT.
Added a link to the 2010CM Final Regulations PDF under the "Help" menu.

Version 2023.00 (Released 12/9/2022)

Income Tax Adjustments for 2023.
Estate Tax Exclusion for 2023 ($12,920,000).
Maximum Gift Annuity Rates published by the American Council on Gift Annuities, effective 1/1/2023, included.

Version 2022.10 (Released 05/26/2022)

Updated to include the proposed mortality table 2010CM. This impacts 10 models!
Maximum Gift Annuity Rates published by the American Council on Gift Annuities, effective 7/1/2022, included.
Bug fix for economic schedules regarding the growth rate (the growth was not multiplied by 0.01 prior to calculation - workaround was to enter the growth rate x 0.01 - so 4% was 0.04.

Version 2022.00 (Released 01/20/2022)

Income Tax Adjustments for 2022.
Estate Tax Exclusion for 2022 ($12,060,000).
Added a button to allow the user to create a technical support ticket.
Modified color palette used in the program for better UI experience

Version 2021.00 (Released 02/15/2021)

Download PDF Version

Income Tax Adjustments for 2021.
Estate Tax Exclusion for 2021 ($11,700,000).
AFR: The popup form that shows the historical AFR and §7520 rates have two new features:

Manual download of the AFR Rate file.
FAQs about the AFR Rate.

AFR: Automatic Download Feature: At the start of CFP, the AFR did not automatically download the file until you clicked on a different model than what was initially loaded (CRAT). Once you clicked on a different model the automatic download occurred. This feature has been modified to ensure download at program startup.
Results Not Current Alert: CFP now has an alert that appears at the top of the screen when an input has changed.
Models with the Optimization function now have a message to indicate that user needs to recalculate the optimized results.
New Release Information: A new link can be found in the "Help" menu. This new feature displays a screen with the version Release Notes.
Economic Schedules for CRAT, CRUT, CLUT, CLAT: for a single life case where the age is 108/109, the duration of the schedule is based off the truncated Life Expectancy. For these ages, it resulted in the schedule not being updated. These ages now illustrator a one-year schedule.

Version 2020.20 (Released 06/22/2020)

New CGA rates for effective date 7/1/2020. This impacts the Charitable Gift Annuity model.
Improvements to the Installation.

Version 2020.10

CGA rates for effective date 1/1/2020 included. This impacts the Charitable Gift Annuity model.
Issue with CRAT model where exhaustion tests were not functional when the §7520 rate went below 1%
Issue with Farm model when the §7520 rate went below 1%

Version 2020.00

Income and Estate Tax Adjustments for 2020 included.
Issue with CRAT model where exhaustion tests were not functional when the §7520 rate went below 1%
Added AFR Menu item under the 'Edit' menu, which helps diagnose AFR issues when they arise.
Added Brentmark News Channel under the Help menu and speed bar
Updated desktop icon
New software used to package installs.
Updated EV certificate used to sign install/executable.

Pricing

All Desktop products require the initial purchase of the software and the annual maintenance service fee to remain active and operable. The maintenance service allows your software license to stay current and receive updates, new features, legislative and tax law changes, bug-fixes, etc. Expiration or lapse of your annual maintenance service fees could result in the requirement to purchase a new license of the software.

The pricing includes the initial purchase of one (1) software license and twelve (12) months of complimentary maintenance service. At the expiration of this complimentary maintenance service period (12 months from the date of initial purchase), you will be charged for the first year of annual maintenance service. Your next fee will be assessed exactly one (1) year later and every year after that for your yearly maintenance service.

PRICING SCHEDULE

Software License of Brentmark Product (1)	Included In Initial Purchase
Complimentary Maintenance Service (12 Months)	Included In Initial Purchase
1^st Annual Maintenance Service	Billed 12 Months After Initial Purchase
2^nd Annual Maintenance Service	Billed 1 Year from 1^st Annual Maintenance Service
Additional Annual Maintenance Service	Billed Yearly from Date of 1^st Annual Maintenance Service

Pricing of Brentmark's products is subject to change without notice. While we make every effort to provide you the most accurate, up-to-date information, occasionally, one or more items on our website may be mispriced. If a product listed is an incorrect price due to typographical, photographic, or technical error or error in pricing information received from our partners or suppliers, Brentmark, Inc. shall have the right to refuse or cancel any orders placed for the product listed at the incorrect price.

If an item's correct price is lower than our stated price, we will notify you of the price error and order cancellation. You may also choose to receive a refund for the difference in the correct price, and the erroneous price you were charged, or alternately have your order canceled and charged the correct price.

Should you have additional questions please Submit a Support Ticket.