Planned Giving Calculator

The Planned Giving Calculator is an instrument that will assist you in knowing what to expect from your charitable giving.  The Joseph Company can partner with you to build a customized Planned Giving Calculator that will accommodate your organization’s needs.  We can integrate the Planned Giving Calculator into a existing website or develop and design an entire website from scratch.  The Planned Giving Calculator makes fixed payments for Joint or Single Life annuities.

Features of the Planned Giving Calculator

     • Customizable Feed Back Pages
     • Customizable Slide Show
     • Customizable Integration into Your Site
     • Customizable Interface to Match Your Site
     • Customizable Summary of Annuity
          - Annuity Payout Rate
          - One-Life and Two-Life Remainder Factors
          - Charitable Deduction (Income Tax Deduction)
          - Annuity (Annual payment)
          - Adjustment Factors for Annuity
          - Expected Return Multiple
          - Adjustment Factor
          - Adjustment Expected Return
          - Exclusion Ratio
          - Annual payment that is Tax-Free (Tax–Free Portion)
          - Annual payment that is ordinary income (Tax as Ordinary Income)
     • Monthly updateable Federal Mid Term Rates
     • No Need for a Database
     • Updateable Actuarial Values

Online Demo

• Click Here to View a Demo (with slide presentation)
• Click Here to View a Demo (with summary of Benefits)

System Requirements

• Server Requirements: Web Server that support Active Server Pages such as Microsoft IIS.*
• Browser Requirements: Microsoft Internet Explorer 4.0+, Netscape Navigator 4.6+, and compatible browsers.

*The Joseph Company can host the Planned Giving Calculator

For more information or pricing call the sales department at 636.282.7300 or email sales@tjco.net.

 

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