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Notice: Changes to Technology

We are pleased and excited to announce significant changes to CharitablePlanning.com. 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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  • More mobile friendly. View from your cell phone or tablet.
  • Advanced calculations. More than two lives. Shorter of and greater of term or lives.
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  • Contributing authors. View their biographies and commentary.

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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.

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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

RPTE Section Comments on Pending DAF Guidance

Thursday, August 25, 2016

The ABA Section on Real Property, Trust and Estate Law submitted comments ("Comments") to Treasury concerning circumstances under which a fund held by a community foundation should be treated as a donor advised fund and subject to excise taxes on taxable distributions.

More Data on Noncash Gifts in 2013

Thursday, August 25, 2016
Rates, Tables, & Statistics

An article in the Summer 2016 Statistics of Income Bulletin details 2013 noncash contributions to exempt organizations, which were reported on Form 8283.

Incentive Stock Options and a Donor Advised Fund

Monday, November 1, 2010
Historical

Stock acquired through incentive stock options is contributed to a DAF, reducing capital gain taxes and fulfilling charitable intent.

Is Your Board “On Board” with Planned Giving?

Thursday, October 11, 2007

The role of the board of directors is essential to the success of a planned giving program. For-profit professionals who advise and serve on boards as well as nonprofit professionals who serve on staff must be sure that their boards are properly informed and involved in order to ensure an effective and efficient program. This article reviews the important role that a board of directors should serve in order to assure the success of a planned giving program. Specific topics covered include board duties relative to budget approval, audit, goal-setting, program evaluation, fundraising, and approval of policies and procedures. Evaluation of the planned giving program is explored in detail with a review of evaluation techniques for various levels of program sophistication. Explanation of fundraising strategies for board members include activities relative to donor identification, cultivation, education, solicitation, negotiation, recognition, and stewardship.