Forums Support Library CFP – Charitable Financial Planner Optimizing for Term


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

      Use this button if you want to set up a trust for Term. It will find the Percentage Payout that provides the lowest taxable gift ($0 – $1). If you have already drafted a trust, this feature will not be beneficial.

      If you click the Optimize button, the program near-zeros the Taxable Gift (based on term interest).

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