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Everything we have learned from working with charities and professionals across the nation over the past 35 years has helped inform our expert Commentary, build our extensive, continuously-updated Library, develop our accurate and easy to use Calculations and write our charitable planning Handbook.

Commentary

$300 / year

A daily digest of news and information, expertly focused to provide you with a razor-sharp view of the impact on industry, the law, and most importantly, the context surrounding the information.

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  • Articles
  • Case Studies
  • Current Events
  • Speeches & Outlines

Library

$375 / year

A comprehensive and ever-growing collection of full-text, public-domain documents from an extensive array of governmental and other public sources, kept current daily by our proprietary technology.

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  • Cases
  • Code & Regulations
  • IRS Pronouncements
  • Legislation

Charitable Planning Calculations

$250 / year

A collection of expertly developed, highly-accurate, industry-specific calculations that help you quickly get down to the dollars and cents of a charitable gift.

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  • Gift Annuity
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • and more ...

Estate Planning Calculations

$275 / year

A collection of expertly developed, highly-accurate, industry-specific calculations that help you quickly get down to the dollars and cents of your estate planning.

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  • Grantor Retained Trust
  • Qualified Personal
  • Residence Trust
  • and more ...

Handbook

$20 / year

A definitive guide to the world of charitable planning for the novice and the expert alike, the Handbook contains up-to-date information on industry-related law and resources.

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  • For beginners and experts
  • Full glossary support
  • Bookmark and save