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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:

  • 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.

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Daily Expert Commentary

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

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Extensive Online Library

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

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Robust Calculations

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

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The Handbook

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

Recent Commentary

Tax Foundation Compares Candidates' Tax Plans

Friday, October 21, 2016

The Tax Foundation just published an excellent side-by-side comparison of the tax reform proposals offered by Hillary Clinton and Donald Trump, including projections on how each plan might impact gross revenue, jobs, and investment capital.

November 7520 Rate Holds at 1.6%

Thursday, October 20, 2016
Rates Tables & Statistics

With the release of Rev. Rul. 2016-26, the Service announced the Section 7520 rate for November will rest for a second month at 1.6%.

Making Gifts to a Brother

Monday, November 1, 2010

This case study illustrates how a donor can use a gift annuity to provide a fixed income stream to a relative for life, while at the same time reducing taxes and benefiting charity.

"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.