Planned Giving Calculations
PhilanthroCalc for the Web
To help your clients explore the options of Charitable Remainder Trusts, Charitable Lead Trusts and Life Estates, we've created the Nevada Community Foundation's PhilanthroCalc for the Web. It automatically uses the most favorable discount rate allowed by the IRS and is updated regularly. While PhilanthroCalc is no substitute for sound legal and tax advice, your clients can use this tool to run sample calculations of income streams and tax deductions before visiting with you in the office.
We are also exploring the option of offering a tool to help you complete the necessary tax filings when your clients decide to utilize these planned giving options. If offering a web based tool to help you with these IRS required calculations would be helpful, please let us know by calling Chuck Salter, Director of Advancement, at 702.892.2326.




