Do I Need It?
Define planned giving and large gift criteria with all the input data, calculations and generated documents needed to support these illustrations.
Investigate different scenarios for specific types of gifts to find and propose the most appropriate one for the situation and donor.
Use pre-calculated tables to perform sophisticated planned giving calculations involving life expectancy, annuities, taxes and other criteria.
Employ spreadsheet functions such as net present value to perform standard financial and tax calculations in formulas.