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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

Capturing Women's Wealth, Power and Influence

Saturday, October 1, 2005

This article identifies and analyzes the philanthropic issues unique to the woman Baby Boomer millionaire. Research data includes their financial, educational and philosophical experience and concerns. The article addresses communication skills that are successful with women Baby Boomer millionaires, as well as specific marketing and communication techniques and strategies that “bond” millionaire women Baby Boomers to an organization.

AFPF II: Ninth Circuit Issues Final Ruling on Donor Disclosure

Wednesday, September 19, 2018

In Americans for Prosperity Foundation v. Becerra ("AFPF II"), a 3-judge panel with the Ninth Circuit ("Court") vacated the district court's permanent injunctions, reversed the bench trial judgments (see our previous commentary), and remanded for entry of judgment in favor of the California Attorney General ("AG"). The decision pertains to two cases, combined for this litigation, challenging California's mandatory charitable registration and disclosure requirement.

October Rate for Charitable Calculations Stays at 3.4%

Wednesday, September 19, 2018
Rates / Tables / Statistics

In Rev. Rul. 2018-27, the Service announced the Section 7520 rate for October will remain at 3.4%, for the fifth month in a row. At 3.4%, the rate remains the highest since May 2010.

IRS Updates Applicable Federal Rates for October 2018

Tuesday, September 18, 2018

The IRS has announced the Applicable Federal Rates for October 2018, including the Section 7520 rate of 3.4%.