Even if you are a computer novice, you’ll be up
and running Steve Leimberg's Charitable Financial
Planner in less than five minutes. CFP works
on any Windows based laptop or desktop computer and requires
less than 2 MBs of drive space. Absolutely minimal
data entry.
This intuitively easy-to-use tool requires practically
no learning curve. New users will be astounded by how
quickly Charitable Financial Planner
can be mastered, how many creative tasks it performs,
and how amazingly fast you have your answers.
Steve Leimberg's Charitable Financial Planner is a software
package that takes charitable planning significantly beyond
where we go in NumberCruncher, yet is as easy to learn
and use as NumberCruncher, and is quite comprehensive.
It even compares various charitable plans so you
can quickly see which is best in your situation.
Aside from Charitable Lead Annuity and UniTrusts, Charitable
Gift Planner will instantly do calcs for pooled
income funds, gift annuities, remainders in residences,
remainders in farms, Charitable Remainder Trusts, and
much more. You'll also be able to "eyeball"
the client's specific income tax advantage to implimenting
the suggested concept. The Charitable Financial Planner
has built in warnings regarding IRS exhaustion and other
(e.g. 5%/10%50%) tests and will automatically
optimize many calcs. It also has an "age"
calculator and contains copies of Rev. Rul. 77-374, IRS
Notices 89-24 and 89-60.
Steve Leimberg's Charitable Financial Planner is loaded
with powerful graphs, easy-to-follow numbers,
and will streamline and quicken decision making.
Of course, like all Leimberg Associates, Inc. products,
it comes with a 30 Day No Questions Asked Money Back Guarantee.
If you're not happy, we're not happy!
Some of the many features in Charitable
Financial Planner:
- Automatically, you'll have a pie and bar chart
for each calculation
- A colorful bar graph helps you compare the
impact of various
charitable trusts
- Customize reports which include all calculation
details
Chartitable Gift Annuities
- One and Two Life Calculations
- Instant Calculations for Immediate and Deferred
Gift Annuities
- Provides Recommended Payout Rates
- Automatically Performs Section 7520 Exhaustion
Test
Chartiable Remainder Unitrusts
- Up to 5 Lives
- Handles Term and Life Cases
- 10% and 50% Test Run Automatically Charitable
Remainder Annuity Trusts
Charitable Remainder Annuity Trusts
- Handles up to 5 ages: Term or Life Cases
- Section 7520 Exhaustion Test is Run Automaticly
- 5% Probability Test Run (Illustrates Rev. Rul.
77-374)
- 10% and 50% Tests Run Automatically
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Changes in Charitable Financial Planner 2009.10
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The IRS has released new actuarial value tables based on a new life expectancy table (Table 200CM) for income, estate and gift tax purposes. The new actuarial values are applicable starting May 1, 2009 for valuing annuities, life estates, remainders, and reversions. According to T. D. 9448, either Table 90 CM or Table 2000CM may be used during the transition period for May and June 2009 (the program displays a Table input for those dates). Every calculation model in the program has been affected by the actuarial table changes (except for the Interrelated Estate Tax model).
Note: The charitable planning models indicate the BEST of three available section 7520 rates by selecting the highest or lowest rate as appropriate. However, this does not take into account the effect of the option of selecting either mortality table for May and June 2009. For May and June, you should run the calculations using each of the two tables to see which give the test result.
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The AFR table was updated through May 2009.
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The program Help has been updated.
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