Philanthropic financial planning tool

Details Philanthropic financial planning tool Philanthropic financial planning tool

G - Physics

06

Q

G06Q 40/00 (2012.01)

Patent

CA 2503418

A philanthropic planning tool aids in planning multi-year staged donations by showing the tax consequences of a donation and the effect of the donation on an asset base across a number of years. The tax considerations for donations based on cash, securities or a mix of different assets can be displayed to assist the donor in selecting the appropriate donation size and structure.

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