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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

Private Foundation Grant to Donor-Advised Fund

Thursday, May 13, 2021
Historical

This case study illustrates how a private non-operating foundation can make a distribution to a donor advised fund to meet the minimum distribution requirement, while deferring a decision on the ultimate charitable distributees.

"Ch, Ch, Changes... Turn and Face the Strain" Megatrends Affecting Planned Giving

Thursday, October 12, 2006

Megatrend: "a large over-arching direction that shapes our lives for a decade or more." As gift planners, our work is being shaped by the confluence of existing and emerging megatrends, dramatically affecting the way we work, our alliances, and the donors, prospects and charities we serve. Our ability to understand these trends and adjust our thinking and acting spell the difference between success, mediocrity or failure in the future. This article explores the impact of four megatrends on the charitable gift planning industry and offer insights for success from seasoned gift planners across the country.

Combining a Special Needs Trust with a Charitable Remainder Trust

Thursday, May 6, 2021
Historical

Contributing stock to a CRT, which pours into a Special Needs Trust, enables the donors to care for their child, avoid capital gains tax, and give to charity.

"What Do You Want From Me?" Developing Working Relationships Between Nonprofit Gift Planners and Professional Advisors

Saturday, October 1, 2005

"What do you want from me?" This and other questions arise as nonprofit gift officers and professional advisors approach working together. Experience has shown that effective partnerships can result in significant benefits and rewarding experiences for all involved. This article details how that can be achieved, including discussion of the goals, motivations, and appropriate roles of both professionals; best practices of meaningful collaboration; and practical solutions to potential problems.