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

Flexible FLIP Unitrust

Thursday, January 26, 2023

Donors contribute "hard-to-sell" real estate to a FLIP Unitrust to avoid capital gain taxes on the sale, obtain a current income tax charitable deduction, minimize income for several years, and retain the flexibility to create a steady stream of income during retirement.

Field Guide to Donor-Centered Giving: New Rules, New Tools, New Culture

Thursday, October 11, 2007

Planners like to see what happens when you implement a new idea in the field - Does it just look good on paper, or does it really get results? They need more information to be emboldened to advance donor-centered giving in their own shop. This article discusses challenges faced from more than a year of implementation of the Partnership for Philanthropic Planning's Guidelines for Reporting and Counting Charitable Gift. They also suggest how general lessons drawn may apply to other charitable organizations, including making a more compelling case for donor-centered fundraising, using new gift strategies with donors, and building a more collaborative fundraising culture.

CCA 202302012: Qualified Appraisal Required for Cryptocurrency Gifts

Thursday, January 19, 2023
In CCA 202302012, Chief Counsel stated a qualified appraisal was necessary for charitable contributions of cryptocurrency, and a taxpayer could not rely on values established by a cryptocurrency exchange.

New Life for an Old Insurance Policy (Part II)

Thursday, January 19, 2023

Donors transfer a life insurance policy to a charitable remainder unitrust and avoid income tax on the surrender of the policy. They are also able to obtain a current income tax charitable deduction, increase their retirement cash flow, and create a lasting legacy to support the treatment of brain tumors.