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

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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

Zero Estate Tax Planning using a CLAT

Thursday, June 20, 2024
Historical

Using a charitable lead annuity trust, donors can transfer significant assets to charities and heirs, and in doing so, can "zero out" gift and estate taxes.

Rate for Charitable Calculations Drops to 5.4%

Wednesday, June 19, 2024
Rates / Tables / Statistics

In Rev. Rul. 2024-13, the Service announced the Section 7520 rate for July will drop to 5.4%. The average rate for 2023 was 4.88%, while the average for 2024 is 5.22%.

"Ch, Ch, Changes... Turn and Face the Strain" Megatrends Affecting Planned Giving

Thursday, October 12, 2006

Megatrend: "a large over-arching direction that shapes our lives for a decade or more." As gift planners, our work is being shaped by the confluence of existing and emerging megatrends, dramatically affecting the way we work, our alliances, and the donors, prospects and charities we serve. Our ability to understand these trends and adjust our thinking and acting spell the difference between success, mediocrity or failure in the future. This article explores the impact of four megatrends on the charitable gift planning industry and offer insights for success from seasoned gift planners across the country.

IRS Updates Applicable Federal Rates for July 2024

Tuesday, June 18, 2024

The IRS has announced the Applicable Federal Rates for July 2024, including the Section 7520 rate of 5.4%.