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Notice: Changes to Technology

We are pleased and excited to announce significant changes to CharitablePlanning.com. Though you may not realize it at first glance, the website has been completely redone as part of our ongoing efforts to better serve our users.

Improvements include:

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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.

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Extensive Online Library

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

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Robust Calculations

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

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The Handbook

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

Recent Commentary

Maintaining Full Value of Securities' Net Unrealized Appreciation

Thursday, November 5, 2015

Donor places company stock from a qualified profit sharing plan into a CRT to defer gain, obtain a tax deduction, receive a lifetime cash flow, and create a legacy to support charities.

Comparing the Candidates' Tax Policies

Thursday, May 5, 2016
Legislative

Hillary Clinton and Donald Trump appear to have won their party's nominations. Election Day (November 8th) is still six months away, and a lot of unexpected things can happen. At the moment, it appears one of them will be our next president on January 20, 2017. Given this likely scenario, we thought it would be helpful to review tax reform proposals of both candidates, and how these changes (in a very general sense) would impact charitable giving.

Beyond Basic Bequest Administration (AKA: Bequests Gone Bad)

Thursday, October 11, 2007

Matured bequest administration is often the "orphan" of planned giving in that little attention or help is provided to planned giving staff regarding how to effectively collect these gifts. Despite the fact that deceased donor gifts are the culmination of a planned giving program, many thousands of bequest dollars remain uncollected or are collected at an unacceptably slow rate. This article provides those charged with the collection of matured donor gifts some highly practical tips and techniques (that do not necessarily require the hiring of an attorney) for collecting what is due their organization. It includes what to ask for and when, what to do if your request is ignored, how to spot problems on accounting and tax returns (including avoiding income taxes, and effectively collecting IRAs/life insurance/POD accounts), how to (politely) decline a request to return your bequest, and when to join in/sit out litigation with or without an attorney. Samples of suggested letters, tax code citations, tax and probate forms are included.

RP Golf: Failure to Subordinate Prior Mortgages Nixes Conservation Easement

Friday, April 29, 2016

In RP Golf, LLC v. Commissioner, the Tax Court disallowed a claimed deduction of $16.4 million for the conveyance of a conservation easement involving parts of two private golf courses.