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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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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

Donor Advised Fund Avoids Capital Gain and Endows Charitable Giving

Thursday, April 8, 2021

Donors use a DAF to avoid capital gain on the sale of an asset, reduce income tax, and endow their charitable giving.

Complex Charitable Real Estate Gifts: Issues and Solutions

Saturday, October 1, 2005

This article provides insight to the sophisticated gift planner on the cultivation, negotiation and closing of complex real estate gifts. Special focus is on the analysis and structuring of real estate to fund planned gifts with the objective of minimizing risks that the unwary charity might otherwise encounter. The topics covered assume the reader already has exposure to and training in the basic issues relating to real estate gifts. Upon completion, the reader will have greater comfort with planned gifts funded by real estate and an enhanced knowledge to make more informed recommendations to the governing board about real estate donations.

For the 99.5% Act: Estate Tax Reform

Friday, April 2, 2021

On March 25, 2021, Bernie Sanders introduced legislation known as "For the 99.5% Act" (Bill), which will likely be the foundation for estate tax reform this calendar year.

Rate for Charitable Calculations Rises to 1.0%

Friday, April 2, 2021

In Rev. Rul. 2021-7, the Service announced the Section 7520 rate for April will increase 20 basis points to 1.0%. The average rate for 2020 was 0.95%, while the average rate thus far for 2021 is 0.75%.