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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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Updated Form 990 Instructions Protect Identities of Split Interest Trusts

Friday, January 27, 2012

Instructions for Schedule R of the 2011 Form 990 released recently provide an exempt organization may omit certain identifying information when reporting its interest in a split interest trust as a "related organization."

Tax Elements of the President's "Blueprint"

Friday, January 27, 2012

Legislative

In a document entitled Blueprint for an America Built to Last ("Blueprint") released in connection with his State of the Union address earlier this week, the President added detail to the "five principles for tax reform" he enunciated last year.

Case Study: Sale of Publicly Traded Stock

Thursday, January 26, 2012

Donor funds a Charitable Gift Annuity and a Deferred Charitable Gift Annuity with appreciated stock to secure his current and future income, obtain a current income tax deduction, and make a gift to charity.

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