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Choose your pricing plan

  • Standard Package

    2,000$
     
    Perfect for basic giving.
     
    • 30 minute initial consultation
    • one hour information gathering confernce call
    • basic iCLAT illustrations
    • basic iCLAT document creation

  • Advanced Package

    4,000$
     
    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

    1,000$
    Every month
    Charity gift planning services
     

    • Financial Advisors

      1,200$
      Every month
      Financial Advisors consulting services
       
      • Four (4) hours of consulting services per month
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