Forums Support Library CFP – Charitable Financial Planner Different Calculations

Viewing 0 reply threads
  • Author
    • Kathleen Reynolds
      Post count: 428

      Use the comparison graph to view a comparison between deductions from different calculations.

      For example, to compare the deduction from a Charitable Remainder Annuity Trust, a Charitable Gift Annuity, and a Pooled Income Fund (use your own values for the calculation or use the default settings), complete the following case:

      Select the Charitable Remainder Annuity Trust calculation by clicking the text on the left side of the screen or select the calculation from the Calculation pull-down menu.

      Select Comparison Graph from the Tools pull-down menu (or click the Comparison Graph button located under the Menu Bar).

      Click the Take Data from Current Calculation button and on the first panel, a bar graph will appear showing the FMV and the deduction of that trust. This information will also appear on the second panel in the form of a description chart.

      In the description chart, click the area under the Visible column until an “X” appears for the CRAT. Be sure not to click the area under the Link column. Leave it blank to disable the Link feature.

      • Applying the link feature to a calculation description enables it to be updated automatically as any changes are made to that particular calculation.
      • Applying the visible feature to a calculation description allows a specific bar graph to appear or disappear in the first panel.

      Click the Close button.

      Repeat steps 2-5 for the Charitable Gift Annuity and the Pooled Income Fund.

Viewing 0 reply threads
  • The forum ‘CFP – Charitable Financial Planner’ is closed to new topics and replies.