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Notice: Changes to Technology

We are pleased and excited to announce significant changes to 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 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

Input Sought on Guidance Priorities

Monday, April 24, 2017

In Notice 2017-28, the Treasury and IRS invited public input into items to be included in the Priority Guidance Plan for 2017-18.

May 7520 Rate Slips Back to 2.4%

Thursday, April 20, 2017
Rates / Tables / Statistics

In Rev. Rul. 2017-11, the Service announced the Section 7520 rate for May will drop 20 basis points to 2.4%, retreating from the nearly six-year high reached in February and again in April.

Uncertainties Beset Tax Reform Efforts

Thursday, April 20, 2017

With the Trump administration and Congressional Republican leadership pursuing seemingly divergent paths on tax reform, it appears increasingly unlikely a comprehensive package will be enacted by the August target date.

Convenient Giving

Monday, November 1, 2010

Naming a DAF as the remainder beneficiary of a CRT gives the donor flexibility.