What is CharitablePlanning.com?

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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Professional Subscriptions

Subscribe to get access to a full suite of professional research tools.

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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 Storytelling Fundraiser: The Brain, Behavioral Economics, and Fundraising Story

Saturday, December 31, 2022

The book, The Storytelling Fundraiser: The Brain, Behavioral Economics, and Fundraising Story, is the first in a series of four books created by Russell James designed to help fundraisers and financial advisors understand how to effectively fundraise. This book specifically explains the "whys" of fundraising. The knowledge comes from years of teaching Charitable Gift Planning at the graduate level. Russell James makes this topic accessible and enjoyable for the busy professional.

Sale of Tangible Personal Property/Retirement Income

Wednesday, December 24, 2025
Historical

A NIMCRUT allows the donor to contribute valuable antiques to charity.

Making Grants to Foreign Charities

Thursday, December 18, 2025
Historical

A private foundation allows donors to contribute to foreign charities.

The Myth of the Coming Charitable Estate Windfall

Sunday, November 1, 2009

Media accounts, fund-raising periodicals, and some academic research have pointed to a coming windfall of charitable estate transfers driven by the graying of the population. This paper presents a comparison of estate gifts with the previous annual giving and volunteering of the deceased. Nonprofit managers who plan based on anticipated charitable giving estate windfalls may make inaccurate choices.