Donor Direct is designed for donors and prospective donors who want to understand more about planned giving vehicles and quickly calculate the approximate charitable deduction for various planned giving options.

Compliance NOW is a more advanced calculator that helps advisors calculate the exact amount of the charitable contribution deduction.  When donors claim a charitable contribution deduction, they are required to show the IRS the steps used in the calculation.  Compliance NOW does this by providing a detailed report that is suitable for inclusion with the donor’s tax return.

If you'd like us to "run the numbers" for you, or help you sort through different options, please contact Linda Speed, J.D., Vice President, Development and Stewardship, at 502.585.4649 or lindas@cflouisville.org.

Click on the link below to access PhilanthroCalc.