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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

Keeping Her Options Open

Thursday, April 18, 2024

A DAF allows a donor to have flexibility in her charitable giving.

Is Your Gift Annuity Program Sick or Healthy? Diagnosing and Treating Gift Annuity Risk

Friday, September 30, 2005

Themed after a physical exam, this article describes how some programs are healthy and some are less so. While there are some excellent tools available that can take assumptions and a database and come up with useful diagnoses, this article explains how to analyze those results and cover some practical steps that can be taken to become or stay healthy through best practices such as: selective reinsurance, adjusting the investment of the funds, gift acceptance policies, and being pro-active about the way funds are removed from the pool.

IRS Updates Applicable Federal Rates for May 2024

Tuesday, April 16, 2024

The IRS has announced the Applicable Federal Rates for May 2024, including the Section 7520 rate of 5.4%.

Three-Way Split Sale

Thursday, April 11, 2024

Selling some stock, while contributing other stock to two different types of CRTs, meets the taxpayers' philanthropic and financial goals.