PowerTool Calculator

NOTE: To access the calculator you will need a user ID and password

For immediate assistance on receiving a user name and password please call

1-888-884-3332

Subscribe to the calculator for $99 a year (unlimited use)

  Includes Client Compliant Calculation Summaries of:

· Charitable Gift Annuities

· Charitable Remainder Annuity Trusts

· Charitable Remainder Unitrusts

· Charitable Lead Annuity Trusts

· Charitable Lead Unitrusts

· Pooled Income Funds

· Life Estate Agreements

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banking, accounting, financial and planned giving advisors.

It is not for use by the general public.

The Institute and Program Partners make no attempt to ascertain that the information contained in this website is complete, accurate or  updated on a regular basis. The intellectual property, copyrighted and service marked materials contained herein cannot be used without written consent.

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