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Calculator
- Annuity Rates
  - American Council on Gift Annuities Standard Rates
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  - IRS Expectancy for One or Two Lives
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Rate of the Month
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General
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Answers
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Gift Analyzer (18)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - First Person
    - Birth date
    - Age
    - First/Second Person Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Trust Data
    - Property Value
    - Cost Basis
    - Income Tax Rate
    - Capital Gains Rate
    - Future Income Tax Rate
    - Property Income
    - Property Appreciation
  - Years of Expectancy
    - Years of Expectancy
- Options 1
  - Gift Analyzer Plans
    - No Gift and No Sale of Property
    - Sell Property, Pay Tax and Reinvest
    - Total Return
    - Income Payout
    - One or Two-Life Unitrust
    - One or Two-Life Annuity Trust
    - Trust Return
    - Trust Payout Percent
    - Payment Frequency
- Options 2
  - Gift Analyzer Plans
    - Living Pooled Income Fund
    - Trust Return
    - Trust Payout Percent
    - Highest Return PIF
    - Living Charitable Gift Annuity
    - Annuity Fund Return
    - First Payment Date
    - Gift Annuity Payout %
    - Title to Property
    - Payment Frequency
- Options 3
  - Gift Analyzer Plans
    - Life Plus Term of Years Unitrust
    - Term Income Beneficiary
    - Birth date
    - Age
    - Term of Years Unitrust
    - Trust Return
    - Trust Payout Percent
    - Term of Years
    - Payment Frequency
- Priorities
  - Best Option
    - Best Option
  - Income Tax Deduction
    - Deduction Years
Annuity Trust (22)
- Data Entry
  - Type Plan
    - Term Annuity Trust
    - Lesser of Term or Lives
    - Grantor Retained Annuity Trust (GRAT)
    - Qualified Personal Residence Trust (QPRT)
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Annuity Trust Payout
    - Lesser of Term or Lives
  - Personal Data
    - Trust Type - One or Two Lives
    - Donor
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
UT - 1/2 Lives, GUAR, MAX, GRUT (30)
- Data Entry
  - Type Plan
    - Unitrust Options (30)
    - Guaranteed Minimum
    - Maximum
    - Grantor Retrained Unitrust
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Grantor Retained Trusts Rate of the Month
    - Property Value
    - Unitrust Payout %
    - Years
  - Personal Data
    - Trust Type - One or Two Lives
    - Donor
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
- Other Options
  - Options
    - Life Income Deduction
    - Table F Adjustment
Cash Gifts (33)
- Data Entry
  - Personal Data
    - Donor
    - Income Tax Rate
    - Memo
  - Gift Data
    - Property Value
    - Cost Basis
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
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- Gift Case
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Gift of Appreciated Asset (34)
- Data Entry
  - Personal Data
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift Data
    - Property Value
    - Cost Basis
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
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    - Saved Proposals
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    - Answers/Print
- Gift Case
  - Active Gift Case
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    - Saved Gift Cases
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IRA Rollover Gift (35)
- Data Entry
  - Personal Data
    - Donor
    - Income Tax Rate
    - Memo
  - Gift Data
    - Property Value
    - Cost Basis
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
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  - Saved Proposals
    - Saved Proposals
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    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
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    - Duplicate
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  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift and Sale (36)
- Data Entry
  - Personal Data
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift Data
    - Property Value
    - Cost Basis
  - Sale Options
    - Percent Gifted
    - Zero Tax
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
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    - Donor Proposal Title
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- Gift Case
  - Active Gift Case
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    - Gift Case Title
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    - Answers/Print
Gift and Redemption (37)
- Data Entry
  - Personal Deduction
    - Gift Date
    - Shares Gifted
    - Value of Shares Gifted
  - Personal Data
    - Donor
    - Personal Shares Owned Before Gift
    - Corporation Shares Owned Before Gift
    - Memo
Bargain Sale (38)
- Data Entry
  - Personal Data
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift Data
    - Property Value
    - Cost Basis
  - Sales Option
    - Sales Option
  - Home Exclusion
    - None / $250,000 / $500,000
Education Unitrust (39)
- Data Entry
  - Personal Data
    - Gift Date
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - Term of Years Annuity
    - Beneficiary
    - Number of Donors
    - Number of Students
    - No. of Gift Exclusions
    - Memo
  - Education Unitrust Data
    - Payment Frequency
    - Rate of the Month
    - Trust Amount
    - Cost Basis
    - Current Return
    - Unitrust Payout %
    - Trust Return
- Options
  - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Advanced Payment Option
    - Education Unitrust Advanced Payment Option
  - Other Options
    - Deduction Years
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - State Credit
Unitrust One to Eight Lives (40)
- Data Entry
  - Personal Data
    - Trust Type - One to Eight Lives
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Cost Basis
    - Current Return
    - Unitrust Payout %1
    - Unitrust Payout %2
    - Trust Return
- Options
  - Taxation of Future Payouts
    - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Hold, Sale vs. Annuity Trust
    - Hold, Sale vs. Trust
    - Hold Income
    - Sale Income
    - Hold Growth
    - Sale Growth
  - Other Options
    - Deduction Years
    - Guaranteed Years
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - State Credit
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Unitrust Document Data
    - Unitrust Document - First and Second Person
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee City
    - Trustee State
    - Successor Trustee
  - Unitrust Charities
    - Percent of Residuum
    - Charitable Remainderman
    - Purpose of the Gift
  - Unitrust Options
    - UT Type I - Straight Unitrust
    - UT Type II - Net Income plus Makeup
    - UT Type III - Net Income Only
    - UT Type IV - FLIP Unitrust
  - Other Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Property Title - Joint Property
    - Property Title - Separate Property
    - Change Trustee
    - Change Charity
    - Notary
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Unitrust and Insurance Trust (41)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Cost Basis
    - Current Return
    - Unitrust Payout %
    - Trust Return
- Insurance Data
  - Insurance Data Entry
    - Insurance Premium
    - Premium Standard Amount
    - Years for Insurance Premium
    - Standard Number of Years
    - Number of Beneficiaries
  - Insurance Growth and Taxes
    - Insurance Growth Rate
    - Standard Gift Tax Rate
    - Gift Tax Rate
    - Estate Tax Rate
    - Standard Estate Tax Rate
  - Insurance Amount
    - Insurance Amount
    - Insurance Growth Rate
    - User Selected Insurance Amount
- Options
  - Taxation of Future Payouts
    - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Other Options
    - Deduction Years
    - Guaranteed Years
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - Income % Spent
    - State Credit
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Unitrust Term of Years/FLIP (42)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Grantor
    - Beneficiaries
    - Income Tax Rate
    - Capital Gains Rate
    - Payment Frequency
    - Memo
  - Gift Data
    - Trust Amount
    - Cost Basis
    - Current Return
    - Unitrust Payout %1
    - Unitrust Payout %2
    - Term of Years
    - Trust Return
- Options
  - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Hold, Sale vs. Annuity Trust
    - Hold Income
    - Sale Income
    - Hold Growth
    - Sale Growth
  - Other Options
    - Deduction Years
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - State Credit
    - UT Type IV - FLIP Unitrust
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Unitrust Document Data
    - Donor
    - Beneficiary
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee City
    - Trustee State
    - Successor Trustee
  - Unitrust Options
    - UT Type I - Straight Unitrust
    - UT Type II - Net Income plus Makeup
    - UT Type III - Net Income Only
    - UT Type IV - FLIP Unitrust
  - Other Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Change Trustee
    - Change Charity
    - Notary
  - Unitrust Charities
    - Percent of Residuum
    - Charitable Remainderman
    - Purpose of the Gift
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Unitrust One to Two Lives + Term of Years (43)
- Data Entry
  - Personal Data
    - Trust Type
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - First Person
    - Birth date
    - Age
    - Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Cost Basis
    - Current Return
    - Unitrust Payout %1
    - Unitrust Payout %2
    - Term of Years
    - Trust Return
- Options
  - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Hold, Sale vs. Unitrust
    - Hold Income
    - Sale Income
    - Hold Growth
    - Sale Growth
  - Other Options
    - Deduction Years
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - State Credit
  - Mortality Options
    - Beneficiaries
    - Term Income Beneficiary
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Unitrust Document Data
    - First Person
    - Birth Date
    - Second Person
    - Second Birth Date
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee City
    - Trustee State
    - Successor Trustee
  - Unitrust Options
    - UT Type I - Straight Unitrust
    - UT Type II - Net Income plus Makeup
    - UT Type III - Net Income Only
    - UT Type IV - FLIP Unitrust
  - Other Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Property Title - Joint Property
    - Property Title - Separate Property
    - Change Trustee
    - Change Charity
    - Notary
  - Unitrust Charities
    - Percent of Residuum
    - Charitable Remainderman
    - Purpose of the Gift
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Ret. UT/NIMCRUT/FLIP (44)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Retirement UT - Title
    - UT Type IV - FLIP Unitrust
    - UT Type: Net Income Plus Makeup Unitrust
    - NIMCRUT Title
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Cost Basis
    - Retirement Unitrust Payout %
    - Retirement Date
    - Retirement Tax Rate
- Retirement
  - Gift Contributions/Payouts
    - Equal Annual Contributions until Retirement
    - One to Six Contributions of Any Amount
  - Payout Options
    - Income Before Retirement
    - Growth Before Retirement
    - Advanced Payout Income and Growth Yields
    - Retirement Unitrust Advanced Payout Option
    - Market Calculated Value
- Options
  - Other Options
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - Income % Spent
    - State Credit
Unitrust and Sale (45)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Cost Basis
    - Current Return
    - Unitrust Payout %
    - Trust Return
- Options
  - Sale Option
    - Cash
    - Mortgage
    - Zero Tax
  - Taxation of Future Payouts
    - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Sale of Home Plus Unitrust
    - Not a Sale of Home
    - Yes -- Sale of Home
  - Other Options
    - Deduction Years
    - Guaranteed Years
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - State Credit
Sale Versus Unitrust (46)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Cost Basis
    - Current Return
    - Unitrust Payout %
    - Trust Return
- Options
  - Taxation of Future Payouts
    - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Hold, Sale vs. Annuity Trust
    - Hold, Sale vs. Trust
    - Hold Income
    - Sale Income
    - Hold Growth
    - Sale Growth
  - Other Options
    - Deduction Years
    - Guaranteed Years
    - Table F Adjustment
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - State Credit
  - Installment Sale
    - Sale vs. Unitrust Installment Sale Option
    - Down Payment
    - Interest Rate
    - Term of Note
Annuity Trust (47)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Donor
    - Income Tax Rate
    - Capital Gains Rate
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Rate of the Month
    - Property Value
    - Cost Basis
    - Current Return
    - Annuity Trust Initial Payout #1
    - Annuity Trust Maximum percent payout.
    - Annuity Trust Initial Payout #2
    - Trust Return
    - 5% Probability Test
- Options
  - Taxation of Future Payouts
    - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Hold, Sale vs. Annuity Trust
    - Hold, Sale vs. Trust
    - Hold Income
    - Sale Income
    - Hold Growth
    - Sale Growth
  - Other Options
    - Deduction Years
    - Guaranteed Years
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - Reduce Deduction to Basis
    - State Credit
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Annuity Trust Document Data
    - Unitrust Document - First and Second Person
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee State
    - Successor Trustee
  - Annuity Trust Charities
    - Percent of Residuum
    - Charitable Remainderman
    - Purpose of the Gift
  - Other Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Property Title - Joint Property
    - Property Title - Separate Property
    - Change Trustee
    - Change Charity
    - Notary
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift Plus Insurance (48)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Gift Date
    - First Person
    - Birth date
    - Age
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift and Trust
    - Gift Amount
    - Cost Basis
    - Insurance Amount
    - Standard Insurance Amount
    - Number of Beneficiaries
    - Estate Value
Annuity Trust Term of Years (49)
- Data Entry
  - Personal Data
    - Term of Years Annuity Trust
    - College Annuity Trust
    - Gift Date
    - Rate of the Month
    - Grantor
    - Beneficiaries
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift Data
    - Trust Amount
    - Cost Basis
    - Annuity Trust Initial Payout #1
    - Annuity Trust Initial Payout #2
    - Trust Payout
    - Term of Years
    - Payment Frequency
    - Trust Return
- Options
  - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Hold, Sale vs. Annuity Trust
    - Hold Income
    - Sale Income
    - Hold Growth
    - Sale Growth
  - Other Options
    - Deduction Years
    - First Year Costs -- % or Amount
    - Reduce Deduction
    - State Credit
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Annuity Trust Document Data
    - Grantor
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee City
    - Trustee State
    - Successor Trustee
  - Unitrust Options
    - UT Type I - Straight Unitrust
    - UT Type II - Net Income plus Makeup
    - UT Type III - Net Income Only
  - Other Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Change Trustee
    - Change Charity
    - Notary
  - Annuity Charities
    - Percent of Residuum
    - Charitable Remainderman
    - Purpose of the Gift
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Pooled Income Fund (50)
- Data Entry
  - Personal Data
    - Trust Type
    - Gift Date
    - First Person
    - Birth date
    - Age
    - Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Pooled Income Fund
    - Property Value
    - Cost Basis
    - Current Return
    - Ordinary Return
    - Capital Growth
    - Highest Return PIF
    - State Credit
Living Lead Trust (51)
- Data Entry
  - Personal Data
    - Trust Payout
    - Remainder Recipient
    - Gift Date
    - Donor
    - Term of Years
    - Memo
  - Lead Trust Data
    - Trust Amount
    - Cost Basis
    - Current Return
    - Ordinary Return
    - Capital Growth
    - Lead Trust Payout
    - Payment Frequency
    - Rate of the Month
    - Annuity Lead Trust With Increasing Payouts
- Options
  - Taxation Rates
    - Income Tax Rate
    - Capital Gain Distribution
    - Gift Tax Rate
    - Estate Tax Rate
  - EZ Lead Trust Option
    - EZ Lead Trust Option
  - Generation Skip Option
    - GSTT Exemption
  - Options
    - FLP/Lead Trust
    - Table F Adjustment
    - Deduction Years
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Lead Trust Document Data
    - First Person
    - Birth Date
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee City
    - Trustee State
    - Successor Trustee
  - Lead Trust Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Change Trustee
    - Change Charity
    - Notary
  - Lead Trust Charities
    - Percent of Annuity
    - Charitable Recipients
    - Purpose of the Gift
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Life Estate Reserved (52)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Gift Date
    - Rate of the Month
    - First Person
    - Birth date
    - Age
    - Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Memo
  - Life Estate Data
    - Property Value
    - Building Value
    - Land Value
    - Useful Life
    - Salvage Value
    - Estimated Annual Appreciation Rate
    - Estimated % Costs to Sell Home
    - State Credit
Gift Annuity (53)
- Data Entry
  - Personal Data
    - Annuity Type - One or Two Lives
    - Donor
    - Donor is Annuitant
    - Income Tax Rate
    - Capital Gains Rate
    - Named Beneficiary
    - Birth date
    - Age
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Gift Annuity Payout Date
    - Rate of the Month
    - Property Value
    - Gift Annuity Cost Basis
    - Gift Annuity Payout %
    - One Life/Two Life
    - Standard ACGA Gift Annuity Rate
    - User Selected Gift Annuity Rate
- Options
  - End of Contract to Charity
    - Gift Annuity End of Contract Value to Charity Option
    - Standard Value Equals Initial Value
    - User Selected Gift Annuity Rate
    - User Enters Annuity Reserve Earnings Rate and Program Calculates Value
    - Market Calculated Value
  - First Payment Options
    - Gift Annuity First Payment Options
    - Standard Payment
    - Mandatory Pro Rata Payment
  - Title to Property
    - Property Title - Joint Property
    - Property Title - Separate Property
  - Other Options
    - Summary M/Q
    - Non-Itemizer Effective Rate
    - Gift Annuity for Home and Use Home Sale Exclusion
    - Reinsurance Required by Gift Annuity Contract
    - Gift Annuity Current Return
    - State Credit
  - Capital Gains Options
    - Capital Gain options
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Annuitant Data
    - Unitrust Document - First and Second Person
    - Social Security Number
    - Annuitant Gender
    - Annuitant Street Address
    - Annuitant City of Residence
    - Annuitant State of Residence
    - Annuitant Zip Code
  - PPA Disclosure
    - Disclosure Letter Required by PPA 1995
  - Charitable Organization
    - GA Signer
    - GA Signer Title
    - GA Attest
    - GA Attest Title
    - GA Charity
    - GA Charity Address
    - GA Charity City
    - GA Charity State
    - GA Charity Zip Code
    - GA Charity Date of Incorporation
    - GA Charity Document State Law
    - Document Number
    - Property Description
    - Title to Property
- Reinsurance
  - Reinsurance of Gift Annuity
    - Reinsurance Premium
  - Gift Annuity Fund Return
    - Annuity Reserve Return
    - Reinsurance Standard Premium
    - Historical Returns
    - Market Calculated Value
  - Life Expectancy Increase or Decrease
    - Life Expectancy Adjustment
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift Annuity for Home (54)
- Data Entry
  - Personal Data
    - Trust Type - One or Two Lives
    - Gift Date
    - Rate of the Month
    - First Person
    - Birth date
    - Age
    - Annuitant Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift Data
    - Property Value
    - Cost Basis
    - Payment Frequency
    - Gift Annuity Payout Date
    - Standard ACGA Gift Annuity Rate
    - User Selected Gift Annuity Rate
- Life Estate
  - Life Estate Data
    - Property Value
    - Building Value
    - Land Value
    - Useful Life
    - Salvage Value
  - Title to Property
    - Property Title - Joint Property
    - Property Title - Separate Property
  - Other Options
    - Separate Property
    - Mandatory Pro Rata Payment
    - GA for Home and Use Home Sale Exclusion
    - State Credit
- Cost/Benefit
  - Cost/Benefit
    - Estimated Years to Maturity
    - Estimated % Costs to Sell Home
    - Estimated Annual Interest Cost
    - Estimated Annual Appreciation Rate
Deferred Gift Annuity (55)
- Data Entry
  - Personal Data
    - Annuity Type - One or Two Lives
    - Donor
    - Donor is Annuitant
    - Income Tax Rate
    - Capital Gains Rate
    - NYNJ Rates
    - First Person
    - Birth date
    - Age
    - Annuitant Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Gift Data
    - Gift Date
    - Payment Frequency
    - Gift Annuity Payout Date
    - Rate of the Month
    - Property Value
    - Gift Annuity Cost Basis
    - Gift Annuity Payout %
    - One Life/Two Life
    - Standard ACGA Gift Annuity Rate
    - User Selected Gift Annuity Rate
- Options
  - Gift Contributions/Payouts
    - One to Six Contributions of Any Amount
    - Flexible Payment Deferred Annuity
    - Flexible Annuity Payout Ages
    - Term of Years Annuity
    - College Annuity
    - Term of Years Option
  - End of Contract to Charity
    - Standard Value Equals Initial Value
    - User Enters Selected Value
    - User Enters Annuity Reserve Earnings Rate and Program Calculates Value
  - Title to Property
    - Property Title - Joint Property
    - Property Title - Separate Property
  - Other Options
    - Summary M/Q
    - Non-Itemizer Effective Rate
    - Gift Annuity for Home and Use Home Sale Exclusion
    - Reinsurance Required by Gift Annuity Contract
    - State Credit
  - Capital Gains Options
    - Capital Gain options
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Annuitant Data
    - Unitrust Document - First and Second Person
    - Social Security Number
    - Annuitant Gender
    - Annuitant Street Address
    - Annuitant City of Residence
    - Annuitant State of Residence
    - Annuitant Zip Code
  - PPA Disclosure
    - Disclosure Letter Required by PPA 1995
  - Charitable Organization
    - GA Signer
    - GA Signer Title
    - GA Attest
    - GA Attest Title
    - GA Charity
    - GA Charity Address
    - GA Charity City
    - GA Charity State
    - GA Charity Zip Code
    - GA Charity Date of Incorporation
    - GA Charity Document State Law
    - Document Number
    - Property Description
    - Title to Property
- Reinsurance
  - Reinsurance of Gift Annuity
    - Reinsurance Premium
  - Gift Annuity Fund Return
    - Annuity Reserve Return
    - Reinsurance Standard Premium
    - Historical Returns
    - Market Calculated Value
  - Life Expectancy Increase or Decrease
    - Life Expectancy Adjustment
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Revocable Trust (56)
- Data Entry
  - Personal Data
    - Gift Date
    - First Person
    - Birth date
    - Age
    - Gender
    - Year of Death
    - Memo
  - Revocable Trust Data
    - DSUEA
    - Property Value
    - Estate Size
    - Growth Rate
    - Estate Costs
Testamentary Unitrust/Gift Annuity (57)
- Data Entry
  - Personal Data
    - UTBeneficiary
    - Testamentary Gift Annuity
    - Testamentary Unitrust Duration
    - Testator
    - First Person
    - Birth date
    - Age
    - Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Estate and Gift Data
    - Gift Date
    - Rate of the Month
    - Estate Value
    - Estate Costs
    - Payment Frequency
  - Bequest or Lead Trust
    - Testamentary Unitrust Bequest or Lead Trust
  - Unitrust Data
    - UT Principal Amount
    - Trust Return
    - Unitrust Payout %1
    - Unitrust Payout %2
    - Education Unitrust Advanced Payment Option
- Options
  - Options
    - Plan Value
    - GST Exemption
    - Percent to Grandchildren
    - Income Tax Rate - Testamentary Unitrust
  - Taxation of Future Payouts
    - Ordinary Income
    - Part Cap Gain/Part Ordinary Income
    - Capital Gain Distribution
    - Tax Free Income
    - Return of Principal
  - Other Options
    - Table F Adjustment
    - Adjusted Taxable Gifts
    - Gift Tax Paid on Gifts
    - DSUEA
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Unitrust Document Data
    - First Person
    - Birth Date
    - Second Person
    - Second Birth Date
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee City
    - Trustee State
    - Successor Trustee
  - Unitrust Options
    - UT Type I - Straight Unitrust
    - UT Type II - Net Income plus Makeup
    - UT Type III - Net Income Only
    - UT Type IV - FLIP Unitrust
  - Other Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Property Title - Joint Property
    - Property Title - Separate Property
    - Change Trustee
    - Change Charity
    - Notary
  - Unitrust Charities
    - Percent of Residuum
    - Charitable Remainderman
    - Purpose of the Gift
Bequest/Bequest of IRA (58)
- Data Entry
  - Personal Data
    - Date of Death
    - Testator
    - Estate Size
    - Bequest Amount
    - Estate Costs
    - Age of Testator
    - Gender
    - Memo
  - Bequest of IRA
    - Bequest of IRA
Testamentary Lead Trust (59)
- Data Entry
  - Personal Data
    - Date of Death
    - Rate of the Month
    - Grantor
    - Estate Value
    - Estate Costs
    - DSUEA
    - Memo
  - Tax Data
    - Adjusted Taxable Gifts
    - Gift Tax Paid on Gifts
    - Table F Adjustment
    - Payment Frequency
- Options
  - Distributions To Family
    - Number of Distributions
  - Level 1
    - Trust Amount
    - Term of Years
    - Trust Payout
    - Trust Return
    - Trust Payout - Annuity or Unitrust
    - Annuity Lead Trust With Increasing Payouts
    - GST Exemption
  - GSTT Exemption
    - GSTT Exemption
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Document
  - Lead Trust Document Data
    - First Person
    - Birth Date
    - Unitrust Document - City and State
    - Selected State Law
    - Unitrust Document Trustee
    - Trustee City
    - Trustee State
    - Successor Trustee
  - Lead Trust Options
    - Standard Trust Powers
    - Trust Powers - Attachment B
    - Change Trustee
    - Change Charity
  - Lead Trust Charities
    - Percent of Annuity
    - Charitable Recipients
    - Purpose of the Gift
Gift and Bequest (61)
- Data Entry
  - Personal Data
    - Gift Date
    - Donor
    - Birth date
    - Age
    - Gender
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift Data
    - Property Value
    - Cost Basis
    - Bequest Amount
    - Bequest of IRA
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Endowed Gift and Bequest (62)
- Data Entry
  - Personal Data
    - Gift Date
    - Donor
    - Birth date
    - Age
    - Gender
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Gift Data
    - Bequest Amount
    - Bequest of IRA
  - Endowed Gift
    - Endowment Payout %
    - Endowed Gift Amount
    - Cost Basis
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift and Gift Annuity (63)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Trust Type - One or Two Lives
    - First Person
    - Birth date
    - Age
    - Annuitant Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Annuity Data
    - Property Value
    - Cost Basis
    - Payment Frequency
    - Gift Annuity Payout Date
    - Standard ACGA Gift Annuity Rate
    - User Selected Gift Annuity Rate
  - Gift Data
    - Property Value
    - Cost Basis
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift and Unitrust (64)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Trust Type - One or Two Lives
    - First Person
    - Birth date
    - Age
    - Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Unitrust Data
    - Property Value
    - Cost Basis
    - Payment Frequency
    - Unitrust Payout %
    - Trust Return
  - Gift Data
    - Property Value
    - Cost Basis
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift and Deferred Gift Annuity (65)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Trust Type - One or Two Lives
    - First Person
    - Birth date
    - Age
    - Annuitant Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Annuity Data
    - Property Value
    - Cost Basis
    - Payment Frequency
    - Gift Annuity Payout Date
    - Standard ACGA Gift Annuity Rate
    - User Selected Gift Annuity Rate
  - Gift Data
    - Property Value
    - Cost Basis
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
IRA Rollover and Bequest (66)
- Data Entry
  - Personal Data
    - Gift Date
    - First Person
    - Birth date
    - Age
    - Gender
    - Memo
  - Personal Deduction
    - Bequest Amount
    - Bequest of IRA
  - IRA Rollover
    - Property Value
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
IRA Gifts and Test. UT (67)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Trust Type - One or Two Lives
    - First Person
    - Birth date
    - Age
    - Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Personal Deduction
    - Property Value
    - Unitrust Payout %
    - Trust Return
    - Payment Frequency
    - Income Tax Rate
  - IRA Rollover
    - Property Value
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift Annuity and Bequest (68)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Trust Type - One or Two Lives
    - First Person
    - Birth date
    - Age
    - Annuitant Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Income Tax Rate
    - Capital Gains Rate
    - Memo
  - Annuity Data
    - Property Value
    - Cost Basis
    - Payment Frequency
    - Gift Annuity Payout Date
    - Standard ACGA Gift Annuity Rate
    - User Selected Gift Annuity Rate
  - Bequest Data
    - Bequest Amount
    - Bequest of IRA
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Lead Trust and Bequest (69)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Trust Type - One or Two Lives
    - Donor
    - Birth date
    - Age
    - Gender
    - Memo
  - Lead Trust Data
    - Property Value
    - Cost Basis
    - Payment Frequency
    - Unitrust Payout %
    - Trust Return
  - Bequest Data
    - Bequest Amount
    - Bequest of IRA
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Ann. Contract and Bequest (70)
- Data Entry
  - Personal Data
    - Gift Date
    - Gift Annuity Payout Date
    - Rate of the Month
    - Unitrust Payout %
    - Trust Type - One or Two Lives
    - First Person
    - Birth date
    - Age
    - Annuitant Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Personal Deduction
    - Income Tax Rate
    - Capital Gains Rate
    - Property Value
    - Cost Basis
    - Payment Frequency
    - First Payment Date
    - Bequest Amount
    - Bequest of IRA
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
UT Income and Bequest (71)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - Trust Type - One or Two Lives
    - First Person
    - Birth date
    - Age
    - Gender
    - Second Person
    - Birth date - Second Person
    - Age - Second Person
    - Memo
  - Personal Deduction
    - Income Tax Rate
    - Capital Gains Rate
    - Property Value
    - Unitrust Payout %
    - Payment Frequency
    - Bequest Amount
    - Bequest of IRA
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print
Gift and Test. Lead Trust (72)
- Data Entry
  - Personal Data
    - Gift Date
    - Rate of the Month
    - First Person
    - Birth date
    - Age
    - Gender
    - Memo
  - Lead Trust Data
    - Property Value
    - Cost Basis
    - Payment Frequency
    - Unitrust Payout %
    - Trust Return
    - Income Tax Rate
    - Capital Gains Rate
- Personal Letter
  - Personal Letter Data
    - Personal Letter
    - Person
    - Salutation
    - Address
    - City, State, Zip Code
    - Sender
    - Title
  - Optional P.S. Message
    - Optional P.S. Message
- Donor Proposal
  - Active Proposal
    - Active Proposal
    - Donor Proposal Title
    - Edit Donor Proposal
    - Duplicate
    - Delete
  - Saved Proposals
    - Saved Proposals
    - Create New Proposal
    - Answers/Print
- Gift Case
  - Active Gift Case
    - Active Gift Case
    - Gift Case Title
    - Edit Gift Case
    - Duplicate
    - Delete
  - Saved Gift Cases
    - Saved Gift Cases
    - New Gift Case
    - Answers/Print

Introduction

Topics: Crescendo Goals

Crescendo Goals

Crescendo was written with three goals in mind.

To provide a simple, persuasive planned gift proposal for the prospective donor. This "donor proposal" usually consists of your organization's branded cover page, one color flow chart and one page of accompanying text. This format has proved to be the most effective in communicating the concept of a planned gift while presenting a planned gift proposal.
To provide a variety of planned gift proposals. You need to be prepared for all situations and circumstances. Crescendo software is designed to meet a variety of gift planning needs Within each program there are several options for further versatility.
To provide detailed documentation and supporting materials for the donors' CPA and attorney. Tax deduction worksheets and cash flow spreadsheets are provided for all trusts and annuities.