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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

An Insider's Guide to an Effective Charitable Gift Annuity Program

Friday, October 15, 2010

An efficient and well‐marketed CGA program will lead to more satisfied donors and more dollars for your organization. This article provides specific steps that a large or small organization can take to increase the efficiency and effectiveness of its CGA program. Topics addressed include: getting support from a board of directors, gift administration and accounting, choosing and working with a service provider, compliance, marketing, data collection, and staff training.

Rate for Charitable Calculations Remains Consistent at 1.6%

Wednesday, January 19, 2022
Rates / Tables / Statistics

In Rev. Rul. 2022-3, the Service announced the Section 7520 rate for February will remain consistent at 1.6%. The average rate for 2021 was 1.07%, while the average rate for 2022 so far is stable at 1.6%.

IRS Updates Applicable Federal Rates for February 2022

Tuesday, January 18, 2022
Rates / Tables / Statistics

The IRS has announced the Applicable Federal Rates for February 2022, including the Section 7520 rate of 1.6%.

Funding a Section 529 Plan

Thursday, January 13, 2022

By contributing low-yielding appreciated stock to a CRT, donors are able to fund their grandchildren's Section 529 plans, give to charity, avoid capital gains tax, and generate additional retirement income.