Code User Group September 2025
Hi All
In the September user group we covered the profile tool within Code and how it can be tailored to meet your needs.
Jon demonstrated how profiles work and gave some details on the computations that support the derivation of an annual gift capcity.
The default annual gift %’s within Code are set to 2% of current earnings, S&I and company ownership. Previous roles are set to 0% as these are generatinmg no current income. S&I from previous roles though are accumulated in the total estimated S&I.
The 2% defaults can be altered to meet your own policies and approaches simply by double clicking on 2% and changing it to 1,5, 10 or whatever number you wish for each source of wealth.
It is important to note that current income and S&I could provide an annual gift capcity, whereas donations from a company sale are likely to be only one offs.
A video of the UK / US and AUS sessions are below. If these recordings are useful let us know and we can record future sessions.
UK/US recording
AUS recording
https://youtu.be/6OPUHAOXC34
Many thanks
Team@pyro.solutions
