Discover the future of charitable planning Unleash Innovation
Create Illustrations for 9 Planned & Major Gift Charitable Instruments
- Train Major Gift Officers and Management in the subtle art of gift planning and turn them loose.
- CharityCalc empowers nonprofit leaders and advisors to calculate, compare, and illustrate every charitable strategy in seconds.
- Experience a bespoke application that is fully customizable & adapted to your organization's style.
- Create Illustrations create professional PDF illustrations on your iPhone or Android device for Donors | Estate Planning Attorneys | Consultants | CPA | CFP | Board Members | Stakeholders
Features
Discover More: Uncover the Features of Our App.
Calculate with Ease: Instant Results, One Click Away
Tired of complex calculations? Our app simplifies the process, allowing you to calculate illustrations effortlessly. Focus on your listening to your Donor's needs and provide, accurate results, in seconds.
- Calculate 1 or 2 Life Illustrations
- Single Page Customized Illustrations
- Send Illustrations directly via email or SMS
Tailored Charitable Gift Annuity Calculations: Current or Deferred, On Your Terms
Empower & Mobilize your Major Gift Officers, Board Members, and Stakeholders. Experience the next level of technology today. Calculate: CGA (Current & Deferred) & CLAT, CRAT, CRUT, FLIP-CRUT, Zero-Out CLAT, QCD/RMD & Outright Gifts - Cash and Securities payouts.
- Provide Major Gift Officers with an additional tool to present Prospects, Donors, etc.
- Empower Marketing efforts
- Replace Desktop Software
More Than a Tool — A Complete SaaS Platform
CharityCalc provides a centralized admin system where institutions manage every aspect of their charitable gift planning operations from a single, powerful dashboard.
Powerful Admin Dashboard
A complete control center for managing your institution's charitable gift planning operations
Total Users
Calculations
Active Providers
Support Tickets
Recent Calculations
| User | Gift Type | Amount | Status |
|---|---|---|---|
| John Smith | CGA (Current) | $250,000 | Complete |
| Sarah Johnson | CRAT | $500,000 | Complete |
| Michael Chen | CRUT | $1,000,000 | Pending |
Comprehensive Admin Modules
Explore the powerful tools available to manage every aspect of your charitable gift program
Provider Management
Manage institutional providers and organizations
| Provider Name | Contact Person | Status | |
|---|---|---|---|
| Stanford University | giving@stanford.edu | Jennifer Walsh | Active |
| Yale Foundation | planned.giving@yale.edu | Michael Torres | Active |
| MIT Giving | gifts@mit.edu | Sarah Chen | Active |
Calculation Management
Track and manage all gift calculations
| User Name | Gift Type | Amount | Status |
|---|---|---|---|
| Robert Anderson | Charitable Remainder Unitrust (CRUT) | $750,000 | Complete |
| Emily Richards | Current Gift Annuity (CGA) | $250,000 | Complete |
| David Kim | Deferred Gift Annuity (DGA) | $500,000 | Pending |
AFR Rates
Applicable Federal Rates by month
| Month | Year | Rate | Status |
|---|---|---|---|
| February | 2026 | 5.20% | Active |
| January | 2026 | 5.00% | Active |
| December | 2025 | 4.80% | Active |
ACGA Rates
American Council on Gift Annuities rates
| Annuity Type | Age Range | Rate | Status |
|---|---|---|---|
| Single Life | 65 - 69 | 5.40% | Active |
| Single Life | 70 - 74 | 5.90% | Active |
| Two Lives | 75 - 79 | 6.20% | Active |
Factor Management
IRS actuarial tables and calculation factors
| Age | Life Expectancy | Annuity Factor | Status |
|---|---|---|---|
| 65 | 21.04 | 12.8456 | Active |
| 70 | 17.12 | 11.0237 | Active |
| 75 | 13.46 | 9.1652 | Active |
Enterprise-Grade Backend Control
Everything your institution needs to manage charitable gift planning at scale
Secure Admin Control
Role-based access control with granular permissions. Super admins, admins, and sub-admins each have tailored access levels.
Rate & Formula Management
Manage AFR rates, ACGA rates, IRS actuarial tables, and all calculation factors from a centralized interface.
Multi-Institution Architecture
Support multiple providers with isolated data, custom branding, and organization-specific configurations.
Reporting & Insights
Comprehensive dashboards with real-time metrics, calculation analytics, user activity tracking, and exportable reports.
Role-Based Access
Define custom roles and permissions for your team. Control who can view, edit, or manage specific features and data.
Cloud SaaS Infrastructure
Secure, scalable cloud hosting with automatic backups, 99.9% uptime SLA, and enterprise-grade security compliance.
Simple Onboarding Process
Get your institution up and running in three easy steps
Institution Onboarding
We set up your organization's account with custom branding, user roles, and initial configuration tailored to your needs.
Admin Configuration
Configure your rates, calculation preferences, user permissions, and integrate with your existing workflows.
Platform Live & Managed
Your team starts using CharityCalc immediately. We provide ongoing support and platform management.
Everything You Need in One Platform
CharityCalc delivers a comprehensive SaaS solution designed specifically for NGOs and Universities managing charitable gift programs.
- Full-Featured Admin Dashboard
- Institution Configuration System
- Multi-Provider Architecture
- Secure Cloud Hosting
- Ongoing Platform Management & Support
Charitable Gift Calculations on the go
Dive into our app for intuitive and comprehensive annuity calculations!
- Effortlessly analyze, summarize, and share your financial plans
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With one tap, create professional PDF illustrations tailored for:
Donors | Estate Planning Attorneys | Consultants | CPA | CFP | Board Members | Stakeholders