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PhilanthroCalc for the Web

 

 

· NOTE: To access the calculator you will need a user ID and password

 

For immediate assistance on receiving a user name and password please call

1-888-884-3332

 

Subscribe to the calculator for $99 a year (unlimited use)

   Includes Client Compliant Calculation Summaries of:

· Charitable Gift Annuities

· Charitable Remainder Annuity Trusts

· Charitable Remainder Unitrusts

· Charitable Lead Annuity Trusts

· Charitable Lead Unitrusts

· Pooled Income Funds

· Life Estate Agreements

 

 - Access to the PowerTool Calculator is included as part of the Empowerment Coaching Program as well as other Licensing  Programs offered.

Solid Financial Foundations For Your Clients


If you would like information on any of our programs and capabilities please click here or contact us at 1-888-884-3332