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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

IRS Updates Applicable Federal Rates for February 2018

Wednesday, January 17, 2018

The IRS has announced the Applicable Federal Rates for February 2018, including the Section 7520 rate of 2.8%.

Form 1023-EZ -- Automatic Rejections

Tuesday, January 16, 2018

Stephen A. Martin, Director of Exempt Organizations Rulings and Agreements, released a memorandum to update procedures for processing Form 1023-EZ as set forth in Rev. Proc. 2018-5.

Retroactive Relief Request and Modification Procedures

Tuesday, January 16, 2018

Sunita B. Lough, Commissioner of Tax-Exempt and Government Entities, issued a memorandum outlining procedures for an organization to request relief from retroactive revocation or modification of a determination letter.

"Tax Writers" Change

Monday, January 15, 2018

On January 2, Senate Finance Chairman Orrin Hatch (R-UT) announced his retirement at the end of his term in 2018. In addition, there have been several changes to the SFC and the House Ways and Means Committee.