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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.

Extensive Online Library

One of the most comprehensive online libraries available, with personal sorting and storage.

Robust Calculations

An extensive array of accurate and easy-to-use calculators.

The Handbook

The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

HW&M Chair Address Charities

Thursday, July 23, 2026
Highlights Legislative

On July 22, 2026, Chairman Jason Smith of the House Committee on Ways & Means provided an important opening statement to (1) increase transparency in the tax-exempt sector, (2) hold bad actors accountable, (3) prevent political influence, and (4) protect religious freedom.

Sale of Farm Land

Thursday, July 23, 2026
Historical

A CRT can defer taxes on the sale of farm land while providing a charitable income tax deduction and, most importantly, a gift to charity.

The Biblical Fundraiser in Ancient Words

Wednesday, July 1, 2026
Highlights

Dr. Russell James' second book in The Biblical Fundraiser Series, The Biblical Fundraiser in Ancient Words, focuses on 1 Timothy 6:17-19. Dr. James argues that this passage is one of the few Biblical scriptures directed -- not to donors -- but to fundraisers. He begins by reframing major gift fundraising as scriptural ministry to wealthy Christians rather than a worldly quest for cash. The book contrasts "biblical" fundraising with "ordinary" fundraising, where the biblical fundraiser is the authorized messenger (the parangelle). The parangelle comes alongside wealthy believers to deliver a God-given message about generosity, whereas ordinary fundraising begs, attacks, or avoids the rich. This book describes how Scripture guides the fundraiser in ministering to the wealthy, not just in extracting money.

ACGA Special NY Rate Announcement

Thursday, July 16, 2026
Rates / Tables / Statistics

Effective July 1, 2026, the Department of Financial Services, which governs CGAs in NY, has announced its new rate for CGAs will assume a return on investment of 6.50%.