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Choose your pricing plan

  • Standard Package

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

    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

    Every month
    Charity gift planning services
    • Financial Advisors

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