sign in
Forgot your password?

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:

  • No usernames. Use your email address to login instead.
  • More mobile friendly. View from your cell phone or tablet.
  • Advanced calculations. More than two lives. Shorter of and greater of term or lives.
  • Easier browsing. Fewer web pages to muddle through. Quick filtering options.
  • Contributing authors. View their biographies and commentary.

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.

Subscribe Now 7-day trial Learn More

Professional Subscriptions

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

Subscribe Now
Commentary gray small

Daily Expert Commentary

Expert insight on the latest in charitable planning news and events.

Library gray small

Extensive Online Library

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

Calculations gray small

Robust Calculations

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

Handbook gray small

The Handbook

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

Recent Commentary

The Dwindling Taxable Share of U.S. Corporate Stock?

Monday, May 16, 2016

In this article, Rosenthal and Austin demonstrate that the share of U.S. stocks held by taxable accounts has declined sharply over the last 50 years, and they urge lawmakers to carefully consider this shareholder base erosion when determining how best to tax corporate earnings.

Koskinen Snubs House Judiciary Committee

Friday, May 27, 2016
IRS Legislative

In a letter to House Judiciary Committee Chair Bob Goodlatte (R-VA) dated May 23, IRS Commissioner John A. Koskinen explained he would not attend the Committee's hearing the following day concerning allegations of (his) misconduct.

FTC to Regulate Charities, Also?

Friday, May 27, 2016

At a hearing on Tuesday, March 24 before a subcommittee of the House Committee on Energy and Commerce, Rep. Bobby L. Rush (D-IL) introduced a bill, since numbered H.R. 114-5255 ("Bill"), which would extend the jurisdiction of the Federal Trade Commission ("FTC") to charities.

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Monday, November 1, 2010

This case study illustrates the use of a donor advised fund to enable a donor to "test drive" a substantial gift to charities.