As strategies for charitable giving become more sophisticated, planners are turning to third-party software to help determine the best fit for each client's situation.
Crescendo Interactive, Leimberg & LeClair, and PG Calc all offer software tools specifically designed to help advisors with charitable planning. Other software, from companies such as SunGard Financial Systems and Brentmark Software, bundle charitable planning functionality with more general financial and estate-planning capabilities.
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