Abstract: According to an embodiment, a contribution for a goal is managed. A monetary target associated with a goal is determined. A current savings level toward the monetary target is determined. A rule associated with a maximum contribution amount toward the monetary target is accessed. An amount for a contribution is calculated according to the monetary target, the current savings level, and the rule. The amount calculated for the contribution is transferred to an account associated with the goal.

Abstract: According to an embodiment, a contribution for a goal is managed. A monetary target associated with a goal is determined. A current savings level toward the monetary target is determined. A rule associated with a maximum contribution amount toward the monetary target is accessed. An amount for a contribution is calculated according to the monetary target, the current savings level, and the rule. The amount calculated for the contribution is transferred to an account associated with the goal.

Abstract: According to some embodiments, a system comprises an interface and one or more processors. The interface receives a request to display a giving plan associated with a donor. The processors determine beneficiaries and assets of the donor. The processors also determine an allocation plan that associates one or more of the assets with one or more of the beneficiaries. The interface displays the giving plan comprising a graphical representation of the beneficiaries and a relative value of the assets associated with each beneficiary based on the allocation plan. The giving plan also comprises interactive features that facilitate modifying the graphical representation in order to visualize a potential change to the allocation plan.