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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:

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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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Daily Expert Commentary

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

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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

Post-Determination Audits of Tax-Exempts

Friday, September 22, 2017

The Director of EO examinations reported few tax-exempt organizations, which were audited after obtaining IRS approval, have lost exempt status. In particular, few organizations using the streamlined EZ application process have lost their exempt status as a result of post-determination audits.

"Terming-Out" DAFs -- Charities' Counter Argument

Friday, September 22, 2017

In September 6th letter to the ranking members of the Senate Finance Committee, charitable groups responded to the Madoff and Colinvaux proposal, concluding its claims were based on erroneous statistics, would severely restrict philanthropy, and would reduce overall charitable giving in communities across the country.

October 7520 Rate Returns to 2.2%

Thursday, September 21, 2017
Rates / Tables / Statistics

In Rev. Rul. 2017-20, the Service announced the Section 7520 rate for October will dip to 2.2% after holding at 2.4% for the months of August and September. Throughout much of 2017, the rate has held steady at 2.4%, though it did reach a nearly six-year high of 2.6% in the months of February and April.

Planning for Gifts of Mortgaged Real Estate

Monday, November 1, 2010

Contribution of a portion of donor's real estate holding to a DAF creates tax deductions and allows grants to charities over time.