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We would be happy to help you if you cannot find what you are looking for. Contact us at support@charitableplanning.com, or for immediate support on weekdays between 8 am and 5 pm EST, call us at 410-377-2170 x227.

Questions

Your Account

The following are questions related to your CharitablePlanning.com account.

How do I change my password?

To change your password, please click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "User Information" link. Please enter your current password and your new password twice (for verification purposes). Passwords are case sensitive.

I forgot my password. How do I reset it?

To reset your password, please click on the "Forgot your Password?" link located at the top every page prior to logging in. Or simply click here. Please enter your username and click the "Submit" button. An email will be sent to your email address on record with CharitablePlanning.com. The email will contain a link for resetting your password. Please click on the provided link. Then enter your new password and click the "Save" button. Passwords are case sensitive and must be between 6 and 16 characters.

How do I change my email address?

To change the email address associated with your CharitablePlanning.com account, please click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "User Information" link. Please make the necessary changes and click the "Save" button.

How can I unsubscribe from emails?

To change your settings, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "eMailer Preferences" link. Please make your changes and click the "Save" button.

Payment Methods

The following are questions related to your CharitablePlanning.com payment methods.

What payment methods are accepted?

CharitablePlanning.com accepts Visa, Discover, American Express and MasterCard credit cards.

Is my financial information secure?

Yes. CharitablePlanning.com uses Stripe to keep your financial information secure. Stripe is a PCI Complient Level 1 Service Provider for storing and charging credit cards.

How do I add a payment method?

To add a payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Click on the "New payment method" link. Please enter your credit card information and click the "Create" button.

How do I change my default payment method?

To change your default payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Your credit cards will be listed on this page. A bright green checkbox icon will be next to the last four digits of the credit card number of the default payment method. To change the default, simply click the gray checkbox icon next to the credit card that you would like to be the default.

How do I edit a payment method?

To edit a payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Click on the link for the credit card which you would like to modify. Click the edit link. Make the changes to the credit card and click the "Save changes" button.

How do I delete a payment method?

To delete a payment method, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Payment Methods". Click on the link for the credit card which you would like to remove. Click the delete link and confirm when prompted.

Orders

The following are questions related to your CharitablePlanning.com orders.

Where can I view my orders?

To view your orders, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Orders" link. Or, click here.

I need a receipt. Where can I get one?

To get a receipt, click on the "Your Account" link (located at the top right of every page once you have logged in), then click on the "Orders" link. Or, click here. Click on the order for which you would like a receipt. Then, click on the "Email receipt" button and enter the email address(es) to which you would like to send the receipt.

How do I provide another person with a subscription?

To provide another person with a subscription, please contact support@charitableplanning.com. We will gladly take care of it for you.

Library

See below for questions pertaining to our library.

How often do you add new documents to the library?

Using a programming process called spidering, we are able to automatically update our library literally every hour.

There is a document that is not in library. Why not? Can it be added?

It is possible that our automated processes may have missed a document. If you notice something is missing, please let us know using our Feedback form. Please keep in mind that we cannot add a document to our library unless it is in the public domain, or unless we have written permission from the author.

There is a document on the website that I do not like. Will you please remove it?

Our library is comprised of information within the public domain, and is meant to be a comprehensive research archive of documents published by federal courts, the IRS and the Congress. We will not remove public domain documents from our website. Removing selected documents from the library would compromise the integrity of the collection and limit its usefulness as a research tool.

If you would like a document removed from the public domain, please seek legal counsel on sealing the documents in a case (or other alternatives), and notify us when the document is no longer within the public domain. At that time, we will remove the document from our website.

That being said, we can ask the major search engines, such as Google and Yahoo, not to index a particular document using the Robots Exclusion Protocol. To request that we apply the Protocol to your case, please complete our Feedback form with the following information:

  • Your full name
  • Your email address
  • The web address (the http://... in your browser) of the document
  • The title of the document (e.g. Smith v. Jones)

Please note we will not take requests by phone.

We will notify you via email if your request has been honored and processed. Please keep in mind that Google, Yahoo and other major search engines cannot give a time frame as to when the document will be removed from their search index.