Kelley Rating (one asterisk = lowest, to five asterisks = highest):

Ease of navigation, design of interface and learning curve *****
Instructional documentation and help system ****
Carries out the goal of the product as advertised *****
Overall usefulness *****

Planning Perspectives is a website designed for use by charitable organizations to facilitate collaboration among the donor, the donor’s advisors and others to evaluate the donor’s gift-making plans and actual gift making. The website has the capability to assist in developing and completing the gift process. It applies a new planned giving calculation technology developed for the Sharpe Group by PhilanthroTec and its affiliated company Going Virtual, LLC. The background, purpose and technology of this project are discussed at PhilanthroTec’s Calculation Made Simple, Not Just Simple Calculations.

Planning Perspectives doesn’t just present the law related to charitable gifts and the techniques of charitable giving, which it does by linking to content from the Cornell University Law School's Legal Information Institute and selected content on the Planned Giving Design Center. It also links to external information for more detailed research and incorporates calculating facilities in its text. Rather than asking the user to move between text creation and programs that perform planned giving calculations, Planning Perspectives incorporates calculations and diagram creation facilities as part of its text material.