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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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Spring 2015 SOI Bulletin Released

Thursday, May 28, 2015

Rates, Tables & Statistics

The Statistics of Income Division at IRS issued its quarterly bulletin for Spring 2015, including reports on preliminary data from 2013 individual income tax returns, individual income tax shares for 2012, noncash charitable contributions claimed in 2012, and information returns for 501(c)(3) organizations for tax year 2011.

Using a CRT to Fund a Capital Campaign Contribution

Thursday, May 28, 2015

This case study illustrates the use of a CRT to make a charitable gift, while diversifying an investment portfolio, deferring gains, and increasing cash flow.

Revocations and Rejections

Tuesday, May 26, 2015

Among this week's release of private letter rulings were two revocations, PLRs 201521016 and 201521017, the former sustained on appeal.

Four Scholarship Exception Rulings

Tuesday, May 26, 2015

In each of four rulings, PLRs 201521018 through 201521021, the Service determined a private foundation's grants to individuals would fall within the scholarship exception to the general prohibition against taxable expenditures.

SFC Working Group Reports Delayed

Tuesday, May 26, 2015

Legislative

In a joint press release last Thursday, Senate Finance Committee Chair Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) said final reports from the five working groups studying possible tax reforms would be delayed.

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