Track charitable donations and maximize tax deductions with organized records and tax-ready reports
DIY retirement and financial planning with full tax detail and Claude AI assistance
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
Not given
Pricing model
Free
Freemium
Pricing
Not given
Free tier: The whole planner and app including up to 4 plans with 12 scenarios each, tax engine, Monte Carlo analysis, and free trial of Claude connector. Plus tier: $100 USD per year with higher Claude connector limits.
Key features
Photo receipt capture that automatically reads and fills in donation details
IRS compliance checking for deductible donations
Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
Community feed to follow friends and discover campaigns
Privacy controls with private, followers-only, and public sharing options
Goal tracking by amount, cause, number of gifts, or organization
Dashboard showing total giving, tax savings, goal progress, and impact history
IRS-registered charity search and lookup
Tax modeling down to lot-level cost basis with capital gains stacking
Income tax calculation for 41 states and DC with local tax support
Social Security modeling with earnings test and spousal benefits
Monte Carlo analysis with thousand trials from real market history
Claude AI integration for plan building and analysis
Roth conversion and withdrawal optimizer
Multi-scenario comparison with detailed scenario diffing
Real estate modeling with depreciation and rental property analysis
Family and household modeling with marriage, children, and moves
Income tracking for salary, RSUs, pensions, and Social Security
What makes it different
2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
Automatic receipt reading and donation data extraction
Complete tax filing integration with TurboTax import
Social community for charitable giving discovery and tracking
Tax-focused planning engine that models actual tax impacts at lot level
Claude AI integration that builds and updates plans via conversation
Free core planner with optional paid Claude connector tier
Variable spending model that adapts annually based on portfolio performance
DonateMate
FinZot