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

IRS Updates Applicable Federal Rates for July 2021

Tuesday, June 15, 2021

The IRS has announced the Applicable Federal Rates for July 2021, including the Section 7520 rate of 1.2%.

Sale of a Business

Thursday, June 10, 2021

This case study illustrates the use of a CRT to defer gain on the sale of a closely held business, with the CRT remainder passing to a DAF.

How to Identify, Hire and Retain the Perfect Planned Giving Officer

Thursday, October 12, 2006

Whether you're building a planned giving program, replacing a headcount, or expanding your staff, finding the "perfect" planned giving officer is always a challenge. This article makes the process easy by walking you through the steps from preparing to enter the candidate market, profiling your dream prospect, building the candidate pool, interviewing top applicants, hiring the new officer, and retaining your new hire. It's simple when you have the rulebook! This article will interest those who manage planned giving programs and those who staff them. It will also interest for-profit professionals who work closely with charities to provide administrative support.

Biden's Revenue Proposals -- Not Good for Planned Giving

Friday, June 4, 2021
Highlights Legislative
Treasury released General Explanations of the Administration's Fiscal Year 2022 Revenue Proposals, its so-called "Greenbook," outlining the Administration's revenue proposals for the upcoming year. Among other things, the President recommends taxing capital gains at death, increasing the corporate income tax rate to 28%, increasing the marginal tax rates on high earners to 39%, taxing long-term capital gains for high earners at the ordinary income rate, and repealing the deferral of gain recognition on like-kind exchanges.