PhilanthroCalc for Windows

PhilanthroTec for Windows Deluxe

PhilanthroTec for Windows Deluxe combines the deductions of "DC", the modeling capabilities of "PASS" with complete presentation modules of all of the planned giving techniques. Own Deluxe and you have it all.

PhilanthroTec for Windows DC

Simple to use, elegant deduction calculations for CRUTS, CRATS, Life Estate Agreements, CLATS, CLUTS, Pooled Income Funds and charitable Gift Annuities.

PhilanthroTec for Windows Product Line Capabilities

Regardless of the version of PhilanthroTec for Windows you purchase (Deluxe, DC or PASS), they are all built on the same powerful Microsoft Excel development platform. The PhilanthroTec for Windows product line is fully self-contained, simple to operate and does not require any knowledge of Excel or any other software.

Which Version is Right for You?

Read the chart below for the calculation capabilities of PhilanthroTec for Windows DC and Deluxe.

COMPARISON CHART HERE

Software Requirements

• Microsoft Windows 98, NT, 2000, XP, or later
• Microsoft Excel 97 (SR-1) or Excel 2000, 2002 or 2003 for Windows
• Any printer supported by Microsoft Windows
• Approximately 10MB of disk space

PLEASE NOTE: Excel 2007 and beyond are not compatible with PhilanthroTec's current Windows™ software. Any version of Excel from Excel 97 through 2003 is required to run the software. PhilanthroTec's current web enabled calculation may be run with any current popular browser.

Optional

• Any network supported by Microsoft Windows
• Internet connection for software updates

Customizing PhilanthroTec for Windows

All three versions of the software Deluxe, PASS and DC, have unsurpassed customizing capabilities. See Customizing PhilanthroTec for Windows for additional information.

Client Support

Our client support is backed by staff with over twenty-five years in the planned giving field. Call our toll free number, email or fax. Every client is important to us. We work for you. PhilanthroTec for Windows Deluxe has been designed so new scenarios can be released without the need for a major version release. When new scenarios become available, users are notified immediately through the internet. Simply click, login to our website, click on "Client Services" and download the new scenario.

Annual License

Your annual license fee provides you with the following benefits:

• Toll free telephone, email and fax support
• Software updates for tax law changes and software enhancements
• Online documentation
• Online FAQ updated regularly with individual client questions

Pricing and Ordering

You may order the software online by clicking on Deluxe or DC. You may call our office to order over the phone at 800.332.7832 Ext. 102 or for inquiries regarding discounts on any of our products for organizations with multiple locations and/or representatives.

Summary of Capabilities

PhilanthroTec for Windows software provide you with state of the art deduction, presentations, and unprecedented cash flow modeling for the charitable remainder unitrust. Select DC or Deluxe and purchase online today.

• PhilanthroTec for Windows Deluxe
• PhilanthroTec for Windows DC
• Customizing PhilanthroTec for Windows