Charitable Financial Planner

|||Charitable Financial Planner

Charitable Financial Planner


Charitable Financial Planner LIVE 2020 IS NOW AVAILABLE!

Charitable Financial Planner 2020 (Desktop) is available.  These are separate programs.  Contact us for further details.


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.


Download now!

Charitable Financial Planner is $495 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $154 for a single license.

A current desktop version of Windows is required.

We guarantee your satisfaction with a 30-day money back guarantee.

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




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