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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.

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

Stock Redeemed From a CRT

Thursday, July 9, 2026
Historical

A charitable remainder trust defers taxes upon the redemption of stock, assists in the gradual phase-out of stockholders, and allows for gifts to charity.

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.

The Charity Parity Act - Makes Giving Easy

Monday, July 6, 2026
Highlights Legislative

A bipartisan group of lawmakers introduced the Charity Parity Act (H.R. 8783/S. 4511) (Bill) to allow direct qualified charitable distributions (QCDs) from employer-sponsored retirement plans, closing a gap that currently requires savers to transfer assets to an IRA before such donations can qualify as a QCD.

Russell James Adds Three New Books to His Collection

Wednesday, July 1, 2026
Highlights

Russell James has created three new books as part of The Biblical Fundraiser Series, including:

  1. The Biblical Fundraiser in Modern Practice
  2. The Biblical Fundraiser in Ancient Words
  3. A Christian's Guide to Joyful Wealth Management

The first book, The Biblical Fundraiser in Modern Practice, is intended as a deep dive into modern major gift fundraising. The second book, The Biblical Fundraiser in Ancient Words, is intended as a deep dive into the ancient words of major gift fundraising. The third book, A Christian's Guide to Joyful Wealth Management, is intended as a planning tool for donors to help determine what to do with the gifts bestowed upon them.

These books are intended to instruct those who are wealthy "to do good, to be rich in good works, to be generous and ready to share, storing up for themselves a treasure of a good foundation for the future, so that they may take hold of that which is truly life." This series is for anyone interested in the work of fundraising, the theology of fundraising, the ancient history of fundraising, and how to plan effectively.