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Increase Client and Donor Satisfaction - Calculate Tax Benefits
 

provides complete wealth-management solutions benefiting charities and non-profits in the solicitation, cultivation, and processing of philanthropic contributions.


Provide better stewardship - Endowments, fundraising, capital campaigns
 

By calculating tax benefits of planned giving and providing prospective donors with a comprehensive, realistic assessment of their financial wherewithal, Giftabulator can help fundraising professionals show their clients that planned giving is not only a benefit to society, but also a sound personal investment. Regardless of the size of your organization or level of fundraising effort, Giftabulator's patent pending solutions facilitate a clear, meaningful dialogue with your donors, which can dramatically increase your fundraising results.


Flexible Tool - Determine optimal Planned Giving
 

· Easy to use online tool to calculate the after tax
impact of charitable gifts and legacy endowments.
· Helps individuals preserve, grow and transfer their wealth.
· Helps planners leverage their expertise, save time, and focus on wealth management and planned
giving strategies
· Input variables include assets, annual income
planned gift giving, tax rate, inflation
· Outputs include net annual gift, pledge years total
gift, tax credits earned and total actual cash

CASE STUDY

Japanese Canadian Cultural Centre receives a $300,000 donation with
Capacity Building Assistance from FUNDING matters Inc. and Giftabulator

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Japanese Canadian Cultural Centre (JCCC), is pleased to announce that it has secured $300,000 bringing it almost to its $13 million Capital Campaign goal. The gift is from Toronto residents Mr. James Matsumoto and Mrs. Chako Satoyama .

The gift was secured using Gifttabulator, a unique educational tool that illustrates the benefits of asset based giving. Mr. Matsumoto and Mrs. Satoyama wanted to maximize their philanthropic impact while maintaining their annual income and growing their assets.

"We are thrilled with the $300,000 Gift, when we're on our home stretch of fundraising. This Gift will allow us to complete the new Japanese Canadian Cultural Centre," said James Heron , Executive Director. "Giftabulator was simple to use and presented the real financial picture. The benefits were clear, it helped make a unique fundraising presentation in a highly competitive marketplace."

"It's funny as we were not planning to give to this campaign at this level," said Mr. James Matsumoto . "We were planning a significantly smaller gesture and after the unique and comprehensive presentation which showed us affordability, asset preservation and growth. We could not believe how easy this was to achieve."

 



Giftabulator™ is the property of FUNDING matters Inc.
Patent Pending Serial Number 11/095,548
Giftabulator.com and all photographs and writing herein may not be distributed, duplicated or modified without proper consent. 2004 - 2005

planned giving