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§Tools & references

Planning tools & quick references.

Interactive references we use in early planning conversations, shared here so you can use them too. Approximate figures for planning - reach out when it's time for exact numbers.

FOR ADVISORS, ATTORNEYS, GIFT OFFICERS, AND PROSPECTIVE CLIENTS

Charitable Deduction Quick Reference

Approximate charitable-deduction percentages by giving vehicle - CRUT, CRAT, gift annuity, lead trust, pooled income fund, and reserved life estate - to size up a gift at a glance. Live on the site, no download.

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Need an exact calculation for a specific donor? That's a quick conversation.

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