Choose your pricing plan

  • Standard Package

    2000$
     
    Perfect for basic giving.
     
    • 30 minute initial consultation
    • one hour information gathering confernce call
    • basic iCLAT illustrations
    • basic iCLAT document creation
  • Advanced Package

    4000$
     
    For more complex giving.
     
    • 30 minute initial call
    • one and half hour information gathering conference call
    • multiple iCLAT illustrations
    • Advanced iCLAT document creation
    • follow up calls with CPA or Financial Advisor
  • Charity Consultation

    1000$
    Every month
    Charity gift planning services
     
    • Financial Advisors

      1200$
      Every month
      Financial Advisors consulting services
       
      • Four (4) hours of consulting services per month