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.

We encourage you to contact us by phone at 315.422.9538 or by email to discuss your client’s particular situation. Development staff can customize materials and fund agreements for presentation to your client, and can meet with your client separately or at your office.