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.

Subscribe Now 7-day trial Learn More

Professional Subscriptions

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

Subscribe Now

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

Let's Make A Deal: An Estate Dispute Mediation Lab

Friday, October 16, 2009
Historical

Most disputes over charitable bequests are resolved through mediation. This article is a simulated mediation in which participants play different roles and attempt to make a deal to settle the dispute. A basic fact pattern is provided in advance, with additional details for roles provided in this article.

LLC Owned by a Flip-CRUT

Thursday, October 21, 2021
Historical

By transferring highly appreciated stock to a Flip-CRUT, which creates a single-member LLC to hold the stock and other investments, taxpayers can control the Flip-CRUT's income flow, defer capital gains tax, and make gifts to charities.

Don't Forget the Picasso: 7 Tips for Estate Planning with Noncash Assets

Tuesday, January 1, 2008

The growth in the value of real estate and personal property has resulted in these assets becoming key factors in a client's net worth. This article identifies seven main tips to address non-cash assets effectively in estate planning.

Rate for Charitable Calculations Jumps to 1.4%

Tuesday, October 19, 2021

In Rev. Rul. 2021-21, the Service announced the Section 7520 rate for November will jump to 1.4%. The average rate for 2020 was 0.95%, while the average rate thus far for 2021 is 1.02%.