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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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IRS Is Approving Tax Exempt Applications Too Easily

Friday, April 24, 2015


National Taxpayer Advocate Nina Olsen stated at a conference yesterday that IRS was approving applications for tax-exempt status too easily, according to a report by Tax Analysts.

ACGA White Paper on Managing CGA Risk

Thursday, April 23, 2015

The American Council on Gift Annuities issued a white paper ("White Paper") explaining how charities can manage the financial risk of their gift annuity programs, specifically warning against the emerging practice of "unbundling" the annuity and gift elements into separate transactions.

Using a LLC as a Double Discounting Tool with a CLAT

Thursday, April 23, 2015

Gift of LLC units allows donors to take advantage of valuation discounts.

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