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What is 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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Update on the Charitable IRA Rollover

Friday, May 29, 2015


In a press release, the Charitable IRA Initiative ("Initiative") reported headway in advancing its proposal to reinstate and make permanent the charitable IRA rollover, and to extend the concept to life income gifts of up to $500,000 by donors as young as age 59-1/2.

Spring 2015 SOI Bulletin Released

Thursday, May 28, 2015

Rates, Tables & Statistics

The Statistics of Income Division at IRS issued its quarterly bulletin for Spring 2015, including reports on preliminary data from 2013 individual income tax returns, individual income tax shares for 2012, noncash charitable contributions claimed in 2012, and information returns for 501(c)(3) organizations for tax year 2011.

Using a CRT to Fund a Capital Campaign Contribution

Thursday, May 28, 2015

This case study illustrates the use of a CRT to make a charitable gift, while diversifying an investment portfolio, deferring gains, and increasing cash flow.

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