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.

Subscribe Now 7-day trial Learn More

Professional Subscriptions

Subscribe to get access to a full suite of professional research tools.

Subscribe Now

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

Planning for Gifts of Mortgaged Real Estate

Thursday, September 28, 2023

A donor contributes a portion of her real estate holdings to a DAF, creating current tax deductions and providing a source of funds for her charities in years to come.

Minimizing Risk in Accepting Charitable Gifts of Real Estate: The "Charitable Put" and Other Techniques

Thursday, July 7, 2011

This article describes how a charity can use a "Charitable Put" to reduce its risk in accepting a gift of real estate.

58th Heckerling Institute Conference Announcement

Thursday, September 21, 2023

The Heckerling Institute on Estate Planning, the nation's largest conference for estate planning professionals, has announced that its 2024 program will be delivered in both in-person and virtual format from January 8 to 12, 2024, at the Orlando World Center Marriott in Orlando, Florida. For the tenth year in a row, the conference will include an educational series on charitable giving and philanthropy.

Using an LLC as a Double Discounting Tool with a CLAT

Thursday, September 21, 2023

A gift of LLC units allows the donors to take advantage of valuation discounts while giving to charity and their heirs.