GIFTABULATOR® is an Estate, Financial and Philanthropic planning app
GIFTABULATOR® will show you how to minimize taxes (everyone's dream) while making the world a better place. Whether you are a charity competing for donor dollars or a financial professional offering clients a cutting-edge service, GIFTABULATOR® is the invaluable tool that will demonstrate the potential giving capacity of every individual.
- Easy to understand
- Easy to use
- Easy to explain
GIFTABULATOR® is an essential tool for raising funds and educating clients for your
- Charitable Organizations
- Financial Professionals
- Estate Planning Needs
Simply input current financial information
GIFTABULATOR® will do the rest by forecasting the potential for giving
- Chart the course for a zero tax bill
- Offer tips on preserving the lifestyle of choice
Illustrate Estate Planning Scenarios
Show How Individuals Can Maintain Their Preferred Lifestyle
Illustrate How to Minimize Taxes and Maximize Legacies with Real-life Financial Examples
Incorporates All Assets Including Insurance
Easy to Use and Intuitive Interface
How can GIFTABULATOR® help?
GIFTABULATOR® is the perfect ice-breaker for starting a conversation about estate and philanthropic planning. With this interactive, intuitive and easy-to-use app advisors will be able to illustrate for their clients or donors their financial and philanthropic capacity. Easily demonstrate scenerios which can be customized for the individuals enabling them to see in real terms the impact of effective estate planning, charitable giving and tax minimization.
- Impact them personally
- Impact their beneficiaries
- Impact their legacy
GIFTABULATOR® is easy to understand, easy to use and easy to explain.
GIFTABULATOR® is the compass that will help your donors reach their financial goals while giving back to the community.
- How they can best support your charity without impacting their lifestyle.
- How a donation to your charity can help them minimize their taxes and those of their beneficiaries.
- How they can ensure that their values and beliefs are reflected in their estate planning choices.
- How their potential to give back is based on their assets as opposed to their income.
Every financial decision impacts the bigger picture. GIFTABULATOR® shows you this bigger picture.
GIFTABULATOR® puts you in the driver's seat.
Your donors and clients will be in control of their financial future, pay less tax and do some good along the way. Best of all, there is no software to download.