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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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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

IRS Updates Applicable Federal Rates for November 2024

Tuesday, October 15, 2024

The IRS has announced the Applicable Federal Rates for November 2024, including the Section 7520 rate of 4.4%.

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Thursday, October 10, 2024
Historical

This case study illustrates how a couple can use a donor advised fund to "test drive" a substantial gift to multiple charities.

The New Fundraising Frontier: Gifts of Real Estate, Art and Collectibles

Friday, October 12, 2007

The IRS reported in 2006 that $5.9 billion of real estate and $829 million in art and collectibles was donated in 2003. This number continues to increase dramatically. Despite the fact that gifts of noncash assets are growing significantly, little information exists about such gifts and how to develop programs to solicit them. This article provides readers with a framework and addresses why gifts of real estate, art, and personal property are important, how such gifts can be made, and how to develop a fundraising program for real estate, art, and personal property.

Partnership Distributes Assets to Partners, Who Then Create CRTs

Thursday, October 3, 2024
Historical

Donors use a CRT to defer gain on the sale of real estate, obtain an income flow for their joint lives, and benefit charity.