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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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Professional Subscriptions

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Daily Expert Commentary

Expert insight on the latest in charitable planning news and events.

Extensive Online Library

One of the most comprehensive online libraries available, with personal sorting and storage.

Robust Calculations

An extensive array of accurate and easy-to-use calculators.

The Handbook

The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

IRS Updates Applicable Federal Rates for August 2025

Tuesday, July 15, 2025

The IRS has announced the Applicable Federal Rates for August 2025, including the Section 7520 rate of 4.8%.

NRB v. IRS: IRS Agrees to Restrict the Johnson Amendment

Monday, July 14, 2025
Highlights IRS

In a Joint Motion for Entry of Consent Judgment (Joint Motion), IRS acknowledged that churches endorsing political candidates to their congregations only, should be allowed without the decades-old risk of losing their tax-exempt status under the long-controversial Johnson Amendment (Amendment).

Is This the End of Paper Checks? Experts Urge Delays

Monday, July 14, 2025
Highlights IRS

Effective September 30, 2025, Executive Order 14247 (Order) requires the U.S. Treasury to eliminate the use of paper checks for federal disbursements and transition to an all-electronic payment system. Treasury and IRS released a notice for public comment that has led numerous professional organizations to voice their concerns about its implementation.

Stock Redeemed From a CRT

Thursday, July 10, 2025
Historical

A charitable remainder trust defers taxes upon the redemption of stock, assists in the gradual phase-out of stockholders, and allows for gifts to charity.