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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

"The One, Big, Beautiful Bill" Passes Through the House Budget Committee

Monday, May 19, 2025
Highlights Legislative
On March 18, the House Budget Committee narrowly passed "The One, Big, Beautiful Bill" (Bill), aimed at renewing and expanding provisions of the Tax Cuts and Jobs Act. The Bill is now set to be voted on by the House later this week.

Rate for Charitable Calculations Stagnant at 5.0%

Friday, May 16, 2025
Rates / Tables / Statistics

In Rev. Rul. 2025-12, the Service announced the Section 7520 rate for June will remain at 5.0%. The average rate for 2024 was 5.03%, while the average for 2025 is 5.17%.

IRS Updates Applicable Federal Rates for June 2025

Thursday, May 15, 2025

The IRS has announced the Applicable Federal Rates for June 2025, including the Section 7520 rate of 5.0%.

Charitable Planning and "The One, Big, Beautiful Bill"

Thursday, May 15, 2025
Highlights Legislative
On May 12, 2025, the House Ways and Means Committee released a portion of the legislative text of "The One, Big, Beautiful Bill" (Bill), aimed at renewing and expanding provisions of the Tax Cuts and Jobs Act. Among the many proposals are several measures with significant implications for charitable planning and nonprofit operations. The House Ways and Means Committee has also posted a helpful summary.