What is the Gift Planner’s Workstation™?

Workstation Pro gives you the knowledge of an entire gift planning team, on demand. Research, calculators, illustrations, documents, and donor communications, all in one place, so you can discuss any gift structure with confidence and move the conversation from a first idea to a signed agreement.

Start with the Asset, Not the Guesswork.

When a donor is not sure what to give, the 5-Step Process of Analyzing a Charitable Gift™ works the question in order. Search by the asset the donor is considering, cross referenced against the method they want to use, and within seconds you have a professional, compliant, customized proposal that helps the donor decide with clear eyes.

Illustrations that Make You the Expert in the Room.

Model any planned gift, not just the split interest vehicles. Charitable gift annuities. Charitable remainder trusts. Qualified charitable distributions. Endowment forecasts that show a donor what their fund does over twenty years. The output is visual, educational, and built to teach a donor something, and it is accurate to current rates, tables, and law.

This is the difference your colleagues notice. When a major gift officer brings you a complicated donor and you hand back a polished, defensible illustration the same afternoon, your standing in the office changes. Workstation Pro is what lets one gift planner do what most shops need a consultant and two weeks to produce.

A Research Library Built by Practitioners, Not Publishers.

23 chapters and more than 250 subchapters covering the topics a gift planner actually encounters. Most sections carry specific citations to the Internal Revenue Code, Treasury Regulations, private letter rulings, revenue rulings, revenue procedures, and Tax Court decisions, alongside original analysis written for the Workstation and contributions from many of the leading practitioners in this field. A comprehensive glossary and full text search put any of it in front of you in seconds. The library is updated monthly, so what you read today reflects where the law is today.

Want to know exactly what is in it? Ask us for our curated source list. We are glad to show you.

Frank™, Your Planned Giving Research Copilot.

Frank is trained exclusively on the library described above rather than the open internet, which is why his answers hold up. Ask him a technical question in plain language, give him your donor’s actual facts, and he returns a thorough plan you can drop into a proposal in minutes.

Documents and Donor Communications.

Draft the gift agreement. Write the donor letter, the advisor letter, the follow up, the newsletter piece. Workstation Pro handles the work that usually eats the two days after a good meeting.