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Notice: Changes to Technology

We are pleased and excited to announce significant changes to 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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  • More mobile friendly. View from your cell phone or tablet.
  • Advanced calculations. More than two lives. Shorter of and greater of term or lives.
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Because of these changes, you will need to reset your password. Please click here and follow the instructions. You can use the same password as before if you wish, though that is always discouraged for security reasons.

What is 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

New Life for an Old Insurance Policy (Part II)

Thursday, November 5, 2015

Donors transfer a life insurance policy to a charitable remainder unitrust and avoid income tax on the surrender of the policy. They are also able to obtain a current income tax charitable deduction, increase their retirement cash flow, and create a lasting legacy to support the treatment of brain tumors.

The Old Gray Mare Ain't What She Used to Be: The Revolution in Planned Giving Marketing

Saturday, October 13, 2007

Think you know who your planned giving prospects are? You may want to think again! Think the best way to reach your prospects is through newsletters and brochures? You may want to think that one over, too! Focused on the wealthy? Another assumption you may want to reconsider! Read some surprising facts and insights which could change your thinking about how you identify planned giving prospects and market planned gifts. Whether you are a seasoned professional or new to charitable gift planning, you will not want to miss this thought-provoking article about the revolution in planned giving marketing.

Funding a Section 529 Plan

Monday, November 1, 2010

By contributing low-yielding appreciated stock to a CRT, donors are able to fund their grandchildren's Section 529 plans, give to charity, avoid capital gains tax, and generate additional retirement income.

IRS Updates Applicable Federal Rates for February 2020

Wednesday, January 15, 2020

The IRS has announced the Applicable Federal Rates for February 2020, including the Section 7520 rate of 2.2%.