Some make their living by complicating planned giving.
We make ours by keeping it simple.
Guess which one works better for your prospect?
Learn more
Personal Calculators
What's my net worth? My projected net worth? How much income will my retirement provide?
Your prospects are bound to have these questions and many others like them in mind as they contemplate making a gift to your organization. These personal calculators address 20 such personal issues to help your prospects' decision-making process move a little smoother and a little faster.
They are geared to make your prospects “stick” to your site and compel them to revisit time and again. Remember… people like to play, push buttons, and calculate results!
Our personal calculators are included in the Pro Plus and Advanced Level planned giving websites at no charge; optional for the Basic Level at $475 per year for the comprehensive set below. Here are examples:
Cash Flow
- How Long Will My Money Last With Systematic Withdrawals?
- What Is My Current Net Worth?
- What Is My Projected Net Worth?
- What Is My Current Cash Flow?
- What Is My Projected Cash Flow?
Taxation
- What Is My Potential Estate Tax Liability?
- Federal Income Tax Estimator
- Capital Gains (and Losses) Tax Estimator
Insurance
