Charitable Financial Planner LIVE 2020.20 IS NOW AVAILABLE!

Charitable Financial Planner 2020.20 (Desktop) is available.  These are separate programs. Contact us for further details.

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The Charitable Financial Planner is another tool to aid in complex planned giving calculations. It includes illustrations of capital gains tax savings and income tax deductions.

The program generates high-quality reports and full color 3D graphs that compare the different models.