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Notice: Changes to Technology

We are pleased and excited to announce significant changes to CharitablePlanning.com. 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 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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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

SOI Posts Data on 990 Filings for 2013

Thursday, July 28, 2016
Rates, Tables, & Statistics

The Statistics of Income Division at IRS released data on information returns (Form 990) filed by exempt organizations for tax year 2013. The spreadsheets have been added to our library, and are linked below.

SOI Posts Data on 2013 Private Foundation Returns

Thursday, July 28, 2016
Rates, Tables, & Statistics

IRS released Statistics of Income data on 2013 information returns (Form 990-PF) for private foundations and nonexempt charitable trusts treated as private foundations. The spreadsheets have been added to our library, and are linked below.

SOI Posts Data on Excise Tax Filings for 2015

Thursday, July 28, 2016
Rates, Tables, & Statistics

The Statistics of Income Division at IRS posted data (below) from excise tax filings (Form 4720) by charities, private foundations, and split interest trusts for calendar year 2015. The data reflects a significant drop in total excise taxes, but increases in several categories.

Case Study: Increasing Lifetime Cash Flow

Monday, November 1, 2010
Historical

CRT increases donors' cash flow and defers capital gain taxes.