Feature · what this software actually does
Charitable bunching & DAF strategy
Models bunching, DAF contributions, QCDs, and appreciated-stock gifts against the household's projected tax curve.
assistedSoftware drafts, a person approves.
Vendors that ship this
Leaders
- Corvee
- Holistiplan
Adjacent
- FP Alpha
- Foundation Source
- Charityvest
Build vs buy verdict
buy
Often the first 'aha' from a tax-planning engine — bunching turns standard-deduction clients into itemizers every other year.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Charitable bunching & DAF strategyannualQuantified deduction lift from bunching, DAF, QCDs, or appreciated-stock gifts — tied to the same household projection.
Most relevant for
- HNW
- UHNW
- Family Office
Test yourself · topic quizGeneral
Multiple-choice — different from any drill above.
Or play and read