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

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The Handbook

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

Recent Commentary

The New Fundraising Frontier: Gifts of Real Estate, Art and Collectibles

Friday, October 12, 2007

The IRS reported in 2006 that $5.9 billion of real estate and $829 million in art and collectibles was donated in 2003. This number continues to increase dramatically. Despite the fact that gifts of noncash assets are growing significantly, little information exists about such gifts and how to develop programs to solicit them. This article provides readers with a framework and addresses why gifts of real estate, art and personal property are important, how such gifts can be made, and how to develop a fundraising program for real estate, art and personal property.

CRT as the Beneficiary of an IRA

Thursday, February 13, 2020

Naming a CRT as an IRA beneficiary can provide an income stream for heirs, and may be one of the few ways to "stretch" the payout from an IRA over a beneficiary's life expectancy.

Disclosure on Gift Tax Returns

Friday, February 7, 2020

Tax Analysts in a recent report highlighted the importance of disclosure on gift tax returns, especially in light of the recent experiences of tax practitioners handling estate tax audits.

Comments on Donor Disclosure Are Available

Thursday, February 6, 2020

The issue of donor disclosure by charitable organizations has been a hotly debated topic. Comments on this subject are available for viewing.