What is CharitablePlanning.com?

CharitablePlanning.com is an online tool for planning professionals seeking to manage their research, save time and make educated decisions. In addition to a fully searchable library, useful calculations and personal file management, subscriptions include daily commentary from our team of experts on important events, as well as access to the definitive Handbook on the field of Charitable Planning.

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Professional Subscriptions

Subscribe to get access to a full suite of professional research tools.

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Daily Expert Commentary

Expert insight on the latest in charitable planning news and events.

Extensive Online Library

One of the most comprehensive online libraries available, with personal sorting and storage.

Robust Calculations

An extensive array of accurate and easy-to-use calculators.

The Handbook

The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

Defending the Charitable Deduction

Tuesday, July 10, 2012

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."

Keeping Her Options Open

Thursday, April 17, 2025
Historical

A DAF allows a donor to have flexibility in her charitable giving.

IRS Updates Applicable Federal Rates for May 2025

Wednesday, April 16, 2025
Rates / Tables / Statistics

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

Tuesday, October 4, 2011

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.