Professional Subscriptions
Subscribe to get access to a full suite of professional research tools.
Subscribe Now
|
Daily Expert CommentaryExpert insight on the latest in charitable planning news and events. |
|
Extensive Online LibraryOne of the most comprehensive online libraries available, with personal sorting and storage. |
|
Robust CalculationsAn extensive array of accurate and easy-to-use calculators. |
|
The HandbookThe "how-tos" of charitable planning easily searchable and updated regularly. |
Recent Commentary
Is Your Gift Annuity Program Sick or Healthy? Diagnosing and Treating Gift Annuity Risk
Themed after a physical exam, this article describes how some programs are healthy and some are less so. While there are some excellent tools available that can take assumptions and a database and come up with useful diagnoses, this article explains how to analyze those results and cover some practical steps that can be taken to become or stay healthy through best practices such as: selective reinsurance, adjusting the investment of the funds, gift acceptance policies, and being pro-active about the way funds are removed from the pool.
IRS Updates Applicable Federal Rates for May 2024
The IRS has announced the Applicable Federal Rates for May 2024, including the Section 7520 rate of 5.4%.
Three-Way Split Sale
Selling some stock, while contributing other stock to two different types of CRTs, meets the taxpayers' philanthropic and financial goals.
Keeping Her Options Open-
A DAF allows a donor to have flexibility in her charitable giving.