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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

Using a PIF to Transfer Wealth

Thursday, October 17, 2024
Historical

Normally, charitable planners view pooled income funds as a great financial planning tool during life, and not a vehicle to transfer wealth. This case study may alter that assumption! Contributing to a PIF allows our donor to benefit charity, avoid potential capital gains taxes, transfer wealth to younger generations, and receive lifetime cash flow.

Rate for Charitable Calculations Remains at 4.4%

Wednesday, October 16, 2024
Rates / Tables / Statistics

In Rev. Rul. 2024-24, the Service announced the Section 7520 rate for November will remain at 4.4%. The average rate for 2023 was 4.88%, while the average for 2024 is 5.04%.

Philanthropy is a Learned Behavior: What Can Gift Planners do to Enhance the Learning?

Thursday, October 11, 2007

How can fundraisers and advisors help their donors and clients first to understand and then consider charitable gift options? To be open to exploring giving plans that can work for them in their unique life stage and circumstances? This article helps gift planners and advisors broaden how they present giving options in terms of both charitable and tax planning benefits. It describes various constituencies and an understandable, useable approach to gift planning education that can help us move the donor/client learning curve along.

IRS Updates Applicable Federal Rates for November 2024

Tuesday, October 15, 2024
Rates / Tables / Statistics

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