PhilanthroCalc for the Web

PhilanthroCalc for the Web provides your donors and professional advisors with planned giving calculations designed for their level of knowledge and need. Donor Direct for donors and Compliance NOW for the advisor, all in one web based solution at a cost of only $195 per year.

Take a few minutes to read about the capabilities and features of PhilanthroCalc for the Web and you will see that there is no decision to be made. PhilanthroCalc for the Web is a superior, flexible, well designed product at a very competitive price.

Features of PhilanthroCalc for the Web

The following is a feature list for PhilanthroCalc for the Web, Donor Direct and Compliance NOW:

Gift Planning Techniques

All techniques support one or two lives or a term of years, where appropriate.

• Charitable Remainder Unitrust
• Charitable Remainder Annuity Trust
• Charitable Lead Unitrust (grantor or non-grantor)
• Charitable Lead Annuity Trust (grantor or nongrantor)
• Pooled Income Fund (lives only)
• Immediate Charitable Gift Annuity (lives only)
• Life Estate Agreement

Exclusive to Compliance NOW

• Deferred Charitable Gift Annuity (lives only)

Administration and Customization Capabilities

• Ability to change all contact information for yourself and your organization to keep your site up to date.
• Insert or modify email address for the receipt of usage statistics.
• Ability to turn on or off the usage emails sent to you when calculations are run by your donors.
• Contains complete instructions on linking your PhilanthroCalc site to your organizations website through text or graphics.
• Ability to enable or disable techniques from your site.
• Ability to modify default text for opening paragraph of reports that describes the technique. Any additional text may be added.
• Customize all input ranges to meet your gift acceptance policies or minimum business requirements. Items that can be modified are minimum and maximum gift amounts, minimum and maximum income rates, minimum and maximum ages or term of years.
• All customization of input ranges are reflected in help screens and text of reports automatically.
• Ability to modify title and page text font and font size to match existing website.
• Ability to modify or eliminate colors for title text, page test, page background color, highlight color, link color, border/divider color and error text color.
• Ability to upload your organizations logo or banner directly from your computer into the site. The logo may be changed at any time to reflect special campaigns or any other message you would like to convey. Graphic size should not be any greater that 100 pixels high by 600 pixels wide.
• Ability to preview a sample of all type faces and colors prior to installing them on your site.
• Ability to review and print numerous reports of the activity on your PhilanthroCalc website.

Calculation Access from your site

PhilanthroCalc for the Web has been developed so your calculations can be accessed many different ways from your website. Each menu and input screen has its own distinct URL (web address). Because of this, your Webmaster may access your PhilanthroCalc main menu or any of the calculation's input screens. As an example, your site contains text describing a charitable remainder unitrust; your Webmaster can include a button on that page that takes the donor directly to the unitrust calculation input screen.

PhilanthroCalc can be placed directly in a "frame" on your site so the donor never leaves your website. However, this is not really necessary since PhilanthroCalc contains links that take your donor back to your website automatically.

Other Features

Your PhilanthroCalc for the Web website can automatically email you every time a calculation is run on your site. The email includes information on the calculation and a link to the actual report. All calculations run on your PhilanthroCalc website are stored for future viewing. With the capability, an email may be sent to all parties of the gift planning process that contains a link to the actual report.

PhilanthroCalc provides the user with multiple opportunities to contact your organization through email

Sample Reports

View our sample menus, input screens and reports of PhilanthroCalc for the Web - Donor Direct and Compliance NOW to see what your donors will receive directly from your website.

Requirements

PhilanthroCalc for the Web is connected to your website via a link to your customized URL provided to you when you register. The calculations are run and delivered to the Internet through our powerful Sun servers. Our clients require no expensive computer equipment or fast Internet lines. The only requirement to use, administer or customize your PhilanthroCalc for the Web website is a standard Internet connection and browser such as Netscape or Internet Explorer.

Availability

PhilanthroCalc for the Web is available immediately. Purchase this product online or call our office and we will provide you with a web address that will allow you to build your PhilanthroCalc for the Web in minutes.