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What is CharitablePlanning.com?

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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SOI Posts Data on 2012 Private Foundation Returns

Thursday, August 27, 2015

Rates, Tables & Statistics

IRS released Statistics of Income data on 2012 information returns for private foundations and nonexempt charitable trusts treated as private foundations. The spreadsheets have been added to our library, and are linked below.

SOI Reports on High-Income Tax Returns for 2012

Thursday, August 27, 2015

Rates, Tables & Statistics

Earlier this week, the Statistics of Income at IRS issued its report on high-income tax returns for 2012.

SOI Posts Data on 2013 Individual Returns

Thursday, August 27, 2015

Rates, Tables & Statistics

IRS released Statistics of Income data on individual income tax returns for calendar 2013. The spreadsheets have been added to our library, and are linked below.

Using a Donor Advised Fund to Sell a Rental Home and Endow Charitable Gifts

Thursday, August 27, 2015

DAF allows a donor to donate an appreciated asset to charity.

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