Planned Gift Calculations

Don't have planned giving software?

Working on a challenging case?

Need a second opinion?

We can help. Use our convenient and free on-line Planned Gift Calculator to quickly calculate tax deductions for many types of planned gifts, including gift annuities, charitable remainder trusts, charitable lead trusts and pooled income funds.
 


Call the PG Coach for
planned gift illustrations and
 get fast, accurate service.

CLICK HERE:  ON-LINE CALCULATOR
 

If you need more than a simple deduction, or if would like to compare various charitable plans and look at illustrations, we can prepare custom illustrations and proposals for you.  Please contact us by email or phone.  Our services are very reasonable.  Please call for a quote: 888-396-8781 (toll-free)

You can download this Charitable Illustration Data Form to use when requesting a charitable illustration.
 

 

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