GIFTABULATOR® is an Estate, Financial and Philanthropic planning app
GIFTABULATOR® will show you how to minimize taxes (everyone's dream) while making the world a better place. Whether you are a charity competing for donor dollars or a financial professional offering clients a cutting-edge service, GIFTABULATOR® is the invaluable tool that will demonstrate the potential giving capacity of every individual.
Illustrate Estate Planning Scenarios
Show How Individuals Can Maintain Their Preferred Lifestyle
Illustrate How to Minimize Taxes and Maximize Legacies with Real-life Financial Examples
Incorporates All Assets Including Insurance
Easy to Use and Intuitive Interface
GIFTABULATOR® is the only online and mobile Estate and Philanthropic Planning tool that makes it easy
Giftabulator® optimizes the donation section of your charity's website to guide donors through the process of formulating a gift that is tailored to their unique financial situation. The take-away message for users is making a gift to your charity is achievable. Donors will likely learn a few new things about how major gift and planned giving donations through dynamic illustrations.
We are confident integrating Giftabulator® into your charity's website will increase donor ROI by turning your annual donors into major and planned giving prospects, faster.
Educate Donors through an interactive secure online app
Illustrate benefits of donating appreciated assets
Increase Major and planned giving opportunities from your current donors
Increasing Web Traffic
GIFTABULATOR®has been featured on
North American Charity Market
There are 1,043,225 charities in the United States and Canada.
Americans and Canadians donated $226 billion to charities in 2011.
The data over time shows that the percentage of Americans and Canadians donating to charity has been declining
Only 4.0% of the $41 trillion being passed from one generation to the next through estate planning in North America is being left to charity
80% of financial advisors said they would have more conversations related to charitable planning with clients if they had the training and tools
How can GIFTABULATOR® help?
GIFTABULATOR® is the perfect ice-breaker for starting a conversation about estate and philanthropic planning. With this interactive, intuitive and easy-to-use app advisors will be able to illustrate for their clients or donors their financial and philanthropic capacity. Easily demonstrate scenerios which can be customized for the individuals enabling them to see in real terms the impact of effective estate planning, charitable giving and tax minimization.
- Impact them personally
- Impact their beneficiaries
- Impact their legacy
GIFTABULATOR® is easy to understand, easy to use and easy to explain.
GIFTABULATOR® is the compass that will help your donors reach their financial goals while giving back to the community.
- How they can best support your charity without impacting their lifestyle.
- How a donation to your charity can help them minimize their taxes and those of their beneficiaries.
- How they can ensure that their values and beliefs are reflected in their estate planning choices.
- How their potential to give back is based on their assets as opposed to their income.