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Notice: Changes to Technology

We are pleased and excited to announce significant changes to CharitablePlanning.com. Though you may not realize it at first glance, the website has been completely redone as part of our ongoing efforts to better serve our users.

Improvements include:

  • No usernames. Use your email address to login instead.
  • More mobile friendly. View from your cell phone or tablet.
  • Advanced calculations. More than two lives. Shorter of and greater of term or lives.
  • Easier browsing. Fewer web pages to muddle through. Quick filtering options.
  • Contributing authors. View their biographies and commentary.

Because of these changes, you will need to reset your password. Please click here and follow the instructions. You can use the same password as before if you wish, though that is always discouraged for security reasons.

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.

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Daily Expert Commentary

Expert insight on the latest in charitable planning news and events.

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Extensive Online Library

One of the most comprehensive online libraries available, with personal sorting and storage.

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Robust Calculations

An extensive array of accurate and easy-to-use calculators.

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The Handbook

The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

PLR 201634015 - No Gift Upon Reformation of Scrivener's Error

Monday, August 22, 2016

In PLR 201634015, the Service ruled the judicial modification of an irrevocable trust to correct drafting errors would not be treated as a taxable release of a purported general power of appointment.

CCA 201634021 - 403(b) Plan Must Cover Employees of Disregarded Entity

Monday, August 22, 2016

In CCA 201634021, a lawyer in the Chief Counsel's office said a 501(c)(3) organization must extend coverage under its 403(b) deferred compensation plan to employees of a SMLLC of which it was the sole member.

September 7520 Rate Holds at 1.4%

Friday, August 19, 2016
Rates Tables & Statistics

In Rev. Rul. 2016-20, the Service announced the Section 7520 rate for September will hold for a second month 1.4%, the lowest rate in over three years.

IRS Updates Applicable Federal Rates for September 2016

Thursday, August 18, 2016

The IRS has announced the Applicable Federal Rates for September 2016, including the Section 7520 rate of 1.4%.