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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:

  • No usernames. Use your email address to login instead.
  • More mobile friendly. View from your cell phone or tablet.
  • Advanced calculations. More than two lives. Shorter of and greater of term or lives.
  • Easier browsing. Fewer web pages to muddle through. Quick filtering options.
  • Contributing authors. View their biographies and commentary.

Because of these changes, you will need to reset your password. Please click here and follow the instructions. You can use the same password as before if you wish, though that is always discouraged for security reasons.

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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Extensive Online Library

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

Big Hat-No Cattle: How to Effectively Structure a Planned Giving Team

Tuesday, October 4, 2011

Drawing on our own experience and a survey of effective programs across the country, this article discusses strategies that allow you to effectively staff your program to assess and engage as many prospects as possible using volunteers, professional advisors, gift planning officers and major and annual gift officers.

Powell Estate: Eleventh Hour CLAT Fails

Friday, May 19, 2017

In Estate of Powell v. Commissioner, the Tax Court ruled the efforts of a decedent's son to reduce his mother's taxable estate by transferring assets to a limited partnership and then funding a charitable lead annuity trust with the limited partnership interest were unavailing.

June 7520 Rate Holds at 2.4%

Friday, May 19, 2017
Rates / Tables / Statistics

In Rev. Rul. 2017-12, the Service announced the Section 7520 rate for June will hold for a second month at 2.4%, down 20 basis points from the nearly six-year high reached in February and again in April.

IRS Updates Applicable Federal Rates for June 2017

Thursday, May 18, 2017

The IRS has announced the Applicable Federal Rates for June 2017, including the Section 7520 rate of 2.4%.