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Notice: Changes to Technology

We are pleased and excited to announce significant changes to CharitablePlanning.com. Though you may not realize it at first glance, the website has been completely redone as part of our ongoing efforts to better serve our users.

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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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Expert insight on the latest in charitable planning news and events.

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One of the most comprehensive online libraries available, with personal sorting and storage.

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An extensive array of accurate and easy-to-use calculators.

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The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

Pledges: Good Understandings Make Good Gifts

Wednesday, October 13, 2010

Pledge agreements form a fundamental building block for charitable institutions, regardless of whether you're in capital campaigns or just carrying on good fundraising work. Usually, they are used to provide gift agreements for structured outright gifts, but with a little imagination the same purpose can be achieved using short‐term deferred gifts. The secret ingredient is clarity. Think through whether you want to make a pledge irrevocable or revocable, and, once that is decided, word your agreements carefully so that no one is surprised by the implementation. This article reflects on how good work on the front end will give the donor and the institution years of satisfaction.

Naming a DAF as the Charitable Beneficiary of a CRT

Thursday, August 6, 2020
Historical

Designating a donor advised fund as the remainderman of a CRT maximizes flexibility.

Uncharitable Creditors: The Collision of Charitable and Asset-Protection Planning

Wednesday, October 13, 2010

This article provides an overview of asset protection planning and its role in estate and charitable gift planning from both the donor's and the charity's perspective. Topics covered include erosion of the traditional protection of charities from creditors' claims; insuring against a charity's liabilities; the use of supporting organizations to protect a charity's assets; potential conversion of a nonprofit corporation to a protected charitable trust; the new "L3C" entity and its probable role.

Sale of Farm Land

Thursday, July 30, 2020
Historical

A CRT can defer taxes on the sale of farm land, while providing a charitable income tax deduction and, most importantly, a gift to charity.