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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.

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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

Multiple-Entity Donors: How to Work Effectively with Today's Sophisticated Philanthropist

Thursday, October 23, 2008

Multiple-entity donors are a new reality for charities working with sophisticated philanthropists. The Pension Protection Act is forcing even more donors to create multiple charitable entities to achieve their goals. This article reviews the entities, including donor funds, supporting organizations, private foundations, and various planned gift vehicles, and focuses on how a charity can help the donor select the best entity for a gift. In addition, certain types of gifts must not be made from certain entities, and this article describes the gifts that charities and donors must avoid.

Divorce and Getting Rid of an Unwanted CRT

Thursday, October 31, 2024
Historical

Divorced clients successfully decouple from a CRT and maximize the value of their respective income interests.

Effective Gift Acceptance Policies and Procedures

Friday, October 24, 2008

Well-considered gift acceptance policies, and effective procedures to implement those policies, cannot only ensure that an organization's fundraising activities are consistent with the values and objectives of the organization, they can help prevent misunderstandings with donors, negative publicity, and even litigation arising from the acceptance of problem gifts. This article considers what things should and should not be included in a gift acceptance policy, and suggests a process to develop policies and procedures tailored to a particular organization, its values, objectives, constituencies, and circumstances.

Incentive Stock Options

Thursday, October 24, 2024
Historical

Contributing low basis stock from an incentive stock option plan to a charitable remainder trust defers recognition of capital gain.