Simple

It all starts with a simple, fast user interface. Follow the numbers:

New Client.

Click to open a new client screen and enter your client’s information.

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Choose Technique.

Select the charitable technique you want to run.

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Preview.

Preview specific reports onscreen or click the Forward and Back buttons to view your reports as a slide show.

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Print or Export.

Export to a PDF, Excel, or print to your printer. Customize which report pages to print.

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Efficient

Why enter your client information more than once? Enter your client information one time and use them with all Scenarios you create. Avoid repetition by saving them for future use.

Efficient

Beneficiaries.

Enter up to 8 possible beneficiaries. You'll decide if you want to use them when you create a new scenario.

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Branding.

Enter the name of the charity and your name as the advisor.

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Client Details.

Optionally enter the client contact information to be shown on the title pages of your reports.

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Every Technique You Need

Deductions and presentations for CGAs, DCGAs, CRUTs, CRATs, CLUTs, CLATs, PIFs, and LEAs showing every line of the calculation.

Technique Term Type
Immediate Charitable Gift Annuity 2 Lives by law
Deferred Charitable Gift Annuity 2 Lives by law
Charitable Remainder Unirust 8 Lives, Term Certain, Lives or Term the Longer of, Lives or Term the Shorter of, Lives Limited to a Term after Other Lives.
Charitable Remainder Annuity Trust 8 Lives, Term Certain, Lives or Term the Longer of, Lives or Term the Shorter of, Lives Limited to a Term after Other Lives.
Charitable Lead Unitrust 8 Lives, Term Certain, Lives or Term the Longer of, Lives or Term the Shorter of, Lives Limited to a Term after Other Lives. Qualified Reversionary Grantor Trust, Qualified Nonreversionary Grantor Trust, Qualified Nonreversionary Nongrantor Trust.
Charitable Lead Annuity Trust 8 Lives, Term Certain, Lives or Term the Longer of, Lives or Term the Shorter of, Lives Limited to a Term after Other Lives. Qualified Reversionary Grantor Trust, Qualified Nonreversionary Grantor Trust, Qualified Nonreversionary Nongrantor Trust.
Pooled Income Fund 8 Lives. Automatically calculated deduction for funds 3 years old and greater or less than 3 years old.
Life Estate Agreement in Personal Residence or Farm 8 Lives, Term of Years, Lives or Term the Longer of.

Accurate & Transparent Deduction Calculations

Never have anyone question your planned gift deduction calculations and steps used to get there. EzCharitable’s deduction calculations are the most transparent in the industry. Showing every line of the calculation, these reports were developed in concert with the IRS in 1982.

CGA Deduction

Nothing Hidden.

All required input assumptions are shown at the top of each deduction calculation.

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Completely Transparent.

Every step of the calculation is shown, making it easy for auditors to see each step of the calculation.

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Beautiful Presentations

When more than a deduction calculation is needed, create presentations with beautiful charts and graphs that make difficult concepts easy to explain, and content written for your clients in non-technical terms. Just look at the available reports for the CRUT, making it easier than ever to help your clients understand. Report titles will vary based on the planned giving technique.

CRUT Presentation

Visual.

Follow the numbers in the diagram and text. Each step of the gift is presented with the benefits to the donor and beneficiaries.

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Easy to Understand.

The assumptions are shown here at the bottom of the illustration. While this presentation has many pages describing each part of the transaction, Just this one page can be used to present the charitable technique (in this case a CRUT.)

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BONUS: Create Powerful Cash Flow Models For The Charitable Remainder Unitrust

The charitable remainder unitrust is the most flexible of all planned giving techniques used by top charitable advisors. It’s been referred to as the Swiss Army knife of planned giving. When it comes to cash flow modeling for the CRUT there simply isn’t any better software on the market. Design the CRUT that meets your client’s goals.

CRUT Presentation

Charitable Remainder Unitrust

  • Extremely advanced CRUT cash flow capabilities showing all of the numbers you need to explain the CRUT to your client.
  • Types of trusts including standard, net income, net income with makeup, net income flip and net income with makeup flip. They are all available for different planning options. Change the type of CRT and the software calculates the proper four-tier accounting of income.
  • Contribute a single asset or contribute assets to the trust in any or all years of the illustration until the death of the income beneficiaries.
  • Use a deferred annuity (in NIMCRUTs) as a trust investment for purposes of controlling the flow of income from the trust year by year.
  • Automatically control the flip of the trust from net income or net income with makeup trusts to a standard trust based upon a contingency or any defined year.
  • Use advanced capabilities to change rates of return, life insurance premiums and death benefits, donor’s AGI and more.

Other Key Features

  • Compare your trust design to selling the asset without the trust.
  • Purchase up to two life insurance to protect spouse or heirs.
  • Insured for each policy can be the donor, spouse or survivor.
  • Beneficiary can be surviving spouse, heirs or ILIT.
  • Instruct program to “Spend” all income created by the Side Fund or “Reinvest” all income back into the side fund or “Determine” the exact amount to spend by entering a percentage of total assets and/or dollar amount.
  • Define the rates of return for the “Outright Sale” account as the same as the CRUT, same as the gifted asset or the same as the Accumulation Account (the side fund).
  • Customize labels that are used throughout the program.

A Few Words From Our Customers…

I’m very excited that Lee has decided to bring his software back to the market. It allows me to create multiple scenarios to quickly illustrate the benefits of the gift to the donor/client, their advisers AND to the charities of their choice.

In today’s volatile investment market, the CRUT cash flow software allows me to create multiple what if scenarios and move between asset classes and returns.

As a philanthropic planner it allows me to professionally communicate with my donor/client with good graphics and charitable planning explanations. Fortunately, the software also allows me to be incredibly detailed to document to the client, their advisers and to my files. Just send it to a PDF and email and file.

Jim Normandin

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System Requirements

  • Microsoft Windows 7 through 10

  • Microsoft Excel 2007 through 2016