Draft Documents & Proposals

Save time by drafting your customized CRTs and much more with our various drafting tools.

Each are ready-to-go with full service functionality and support.

Calculate

Need to calculate the best-case scenarios for your donor?Try one of our many calculating tools for simplicity and ease.

Research Co-Pilot

Ask Frank™ your planned giving technical questions, even the most complex gift scenarios, and he will provide you with a detailed response that you can put into practice right away.

Introduce New Concepts

Using a checklist or flowchart before researching a gift planning issue is akin to providing a 10,000-foot overview. Find research on any planned gift technique by any combination of asset type and charitable vehicle. If you encounter a new gift concept, chances are you’ll find a checklist for closing this gift from inception to realization.

Analyze By Asset Type

Gift Planning professionals know many types of assets can become a gift to the organization. Gift Planner’s Workstation™ allows you to discover many different options for donors to make the best gift decision for them.

Planned Giving Research

For seasoned or new gift planners working toward their CFP, CAP, or other certifications, checklists and especially visual flowcharts can be helpful study tools to help make a concept “stick” and easy to recall.  In these cases, flowcharts excel due to their ability to illustrate not just the rules but also the nuances and exceptions associated with the rules in a visual format most conducive to most visual learners.

Custom Donor Proposals

Customization is at the heart of what we provide, so your proposals will never feel generic. Important customized documents are necessary to run a robust Planned Giving Program.

The Workstation cuts the hassle
of document creation by providing you with a suite of proven tools available wherever there’s an internet connection.

Donor Education Tools

Donors can benefit from checklists, and especially visual flowcharts, just as much as a gift planner.  Information can be overwhelming for donors, leading them to make decisions without all the potential options or obstacles.

Our Users have insight into the most popular and effective client/donor charitable planning presentations used today.

Respond to Questions Faster

Some of the best opportunities to create value for donors come from quickly addressing their challenges in times of need – the unscheduled client call with what “should” be a straightforward planning question may be more complex than they realize.