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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

Final Regulations Under 7520 Announced!

Friday, June 2, 2023
IRS released Final Regulations for the use of actuarial tables in valuing annuities, interests for life or a term of years, and remainder or reversionary interests. The Final Regulations are scheduled to be published in the Federal Register on June 7, 2023.

No Tax on Sale of Real Estate

Thursday, June 1, 2023

By contributing a partial interest in appreciated rental real estate to a charitable remainder trust and then selling the balance of the property outside of the CRT, the donors increase their income stream for retirement and generate an income tax deduction to offset capital gains taxes on the sale portion. When doing charitable tax planning, remember that it is not an "all or nothing" choice!

What Women Want: Understanding the Needs and Objectives of Women's Philanthropic Giving, Including Planned Gifts

Thursday, October 15, 2009

Women are increasingly impacting fundraising efforts in the U.S.; however, their philanthropic objectives can differ significantly from men. Women tend to focus on specific sectors and want greater accountability for their gifts. On the whole, women want to create new solutions, seek more contact and control, and be kept informed of the results from their giving. Many also seek social networks within the organizations that interest them. If women are among your majority donors, you may need to change the way you speak with them, start listening for their direction, and embrace a 'gender slanted' approach. Read this article to learn more.

Planning Opportunities with Real Estate

Thursday, May 25, 2023

By contributing appreciated real estate to a Charitable Remainder Unitrust, a Donor can reduce her capital gain tax liability, avoid estate taxes, receive an income tax deduction, obtain a lifetime cash flow, and create a lasting legacy for a charity in her hometown.