Planned giving is one way that your clients can secure their charitable legacy while also reducing the taxable portion of their estate.

Planned gifts can take the form of gift annuities, bequests, charitable trusts, insurance policies, retirement accounts, and remainder interest in real estate. Read more about each of these options. 

Use our Compliance NOW Charitable Planning Calculator for an advanced calculation system that is designed to help gift planning advisors calculate the exact amount of a charitable contribution deduction. When the donor claims a charitable contribution deduction, they are required to show the IRS the steps used in the calculation. Compliance NOW does this by providing a detailed report that is suitable for inclusion with the donor's tax return.