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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

What Women Want: Understanding the Needs and Objectives of Women's Philanthropic Giving, Including Planned Gifts

Thursday, October 15, 2009

Women are increasingly impacting fundraising efforts in the U.S.; however, their philanthropic objectives can differ significantly from men. Women tend to focus on specific sectors and want greater accountability for their gifts. On the whole, women want to create new solutions, seek more contact and control, and be kept informed of the results from their giving. Many also seek social networks within the organizations that interest them. If women are among your majority donors, you may need to change the way you speak with them, start listening for their direction, and embrace a 'gender slanted' approach. Read this article to learn more.

November Rate for Charitable Calculations Rises to 3.6%

Wednesday, October 17, 2018
Rates / Tables / Statistics

In Rev. Rul. 2018-28, the Service announced the Section 7520 rate for November will increase to 3.6%, breaking out of the 5-month 3.4% stasis. At 3.6%, the rate remains the highest since November 2008.

IRS Updates Applicable Federal Rates for November 2018

Tuesday, October 16, 2018
Rates / Tables / Statistics

The IRS has announced the Applicable Federal Rates for November 2018, including the Section 7520 rate of 3.6%.

Partnership Distributes Assets to Partners, Who Then Create CRTs

Monday, November 1, 2010

Donors use a CRT to defer gain on the sale of real estate, obtain an income flow for their joint lives, and benefit charity.