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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

No Tax on Sale of Real Estate

Thursday, May 30, 2024

By contributing a partial interest in appreciated rental real estate to a charitable remainder trust and then selling the balance of the property outside of the CRT, the donors increase their income stream for retirement and generate an income tax deduction to offset capital gains taxes on the sale portion. When doing charitable tax planning, remember that it is not an "all or nothing" choice!

Extreme Makeover: Charitable Lead Trust Edition

Saturday, October 1, 2005

It is entirely possible and perfectly legal for an individual to transfer $5M, $10M, even $100M to family with no gift and estate tax. The individual could also become a philanthropist to a level never thought possible. The tool—charitable lead trusts. Despite this power, very few gift planners have actually closed a CLT. The reason is twofold: lack of understanding and lack of proper marketing. This article presents exciting new ways to think about CLTs, how to market them, and discuss the technical rules of CLTs as they relate to the new strategies.

Planning Opportunities with Real Estate

Thursday, May 23, 2024

By contributing appreciated real estate to a Charitable Remainder Unitrust, a Donor can reduce her capital gain tax liability, avoid estate taxes, receive an income tax deduction, obtain a lifetime cash flow, and create a lasting legacy for a charity in her hometown.

Understanding Donor Motivations

Saturday, October 1, 2005

Gifts are not irrational acts. They are self-motivated transactions entered into with the expectation of receiving something in return. Just as "self" is not clearly defined, the "something" we expect in return is often intangible. Effective gift planners understand these so-called "soft issues" are just as important as "running the numbers" to illustrate the gift. This article shares insights derived from experiences as both a planned giving and charitable trust officer and offers practical suggestions to help secure the gift.