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Daily Expert CommentaryExpert insight on the latest in charitable planning news and events. |
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Extensive Online LibraryOne of the most comprehensive online libraries available, with personal sorting and storage. |
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The HandbookThe "how-tos" of charitable planning easily searchable and updated regularly. |
Recent Commentary
Keeping Her Options Open
A DAF allows a donor to have flexibility in her charitable giving.
IRS Updates Applicable Federal Rates for May 2025
The IRS has announced the Applicable Federal Rates for May 2025, including the Section 7520 rate of 5.0%.
Big Hat, No Cattle: How to Effectively Structure a Planned Giving Team
Drawing on our own experience and a survey of effective programs across the country, this article discusses strategies that allow you to effectively staff your program to assess and engage as many prospects as possible using volunteers, professional advisors, gift planning officers and major and annual gift officers.
Defending the Charitable Deduction-
With all the talk of the pending fiscal crisis in Congress, elimination of the charitable deduction has been bandied about as a way to increase revenue. "Defending the Charitable Deduction," an article written by Mr. John Horak, provides a compelling case as to why the charitable deduction needs to be protected. Mr. Horak believes "any attempt to pick the pocket of organizations in the philanthropic sphere will be self-defeating and should be resisted."