Gifts (SLATs, trusts, individuals, DAFs) - Calculator

Build a client proposal to simulate the impact of gifting

This section walks through how to create a client-facing proposal that shows the benefits of gifting to a trust, individual, or charity over time.

Customers often use these analyses to put together high level displays that show the projected growth of a family’s estate, and assets outside of the estate. The gift tool is meant to be as detailed or high-level as the user would like, making it ideal for use in client or prospect situations where some exact details are unknown. Please note, proposed gift analyses don’t impact the estate waterfall.

Quantify the benefits of various gifting techniques including:

• Annual exclusion gifts

• Gifts to SLATs

• Gifts to grantor trusts

• Gifts with valuation discounts

• Charitable gifts

  • Direct to charity, DAFs, or foundations. For gifts to charitable trusts, navigate here.