Access the knowledge of an entire gift planning team here
Not a member yet, no problem! You can simply sign up here:
Brand new to the Gift Planner’s Workstation™, give it a try here:
What is the Gift Planner’s Workstation?
The overarching goal of the software is to empower the User to confidently discuss any gift structure with their donors by offering the following content: technical analysis, donor fact sheets, forms, other documents, and checklists to effectuate any gift.
If a donor isn’t entirely sure what asset to donate, the 5-Step Process of Analyzing a Charitable Gift™ helps arrive at perhaps the most ideal strategy working through a series of steps. In GPWS, the User can complete a search by first the asset type a donor is interested in giving cross-referenced by the method the donor is interested in using (e.g., charitable remainder trust). Within seconds, the User can create professional and compliant, customized proposals for donors to help them make an informed decision.
- GPWS is updated monthly, including the latest private letter rulings, revenue rulings, code and regulations, and other important gift planning updates.
- GPWS includes 23 chapters, with over 250 subchapters on all possible planning topics a Gift Planner may encounter. Most sections include specific citations to Internal Revenue Code, Treasury Regulations, private letter rulings, revenue rulings, revenue procedures, Tax Court cases. A comprehensive glossary and a full-text search capability enable the User to find any information quickly and easily.
- In 2024 we launched “Frank™-Your Planned Giving Research Copilot” with the generative AI capabilities to help navigating the GPWS with ease. You can ask Frank questions and provide your unique scenarios and he will generate a thorough plan to add to your proposals in minutes.
