What is CharitablePlanning.com?

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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Professional Subscriptions

Subscribe to get access to a full suite of professional research tools.

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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

Using a Donor Advised Fund to Sell a Rental Home and Endow Charitable Gifts

Thursday, July 18, 2024

A DAF allows a donor to avoid gain on the sale of an appreciated asset and to steward gifts to charity over time.

Rate for Charitable Calculations Falls to 5.2%

Wednesday, July 17, 2024
Rates / Tables / Statistics

In Rev. Rul. 2024-15, the Service announced the Section 7520 rate for August will fall to 5.2%. The average rate for 2023 was 4.88%, while the average for 2024 is 5.23%.

How to Identify, Hire and Retain the Perfect Planned Giving Officer

Thursday, October 12, 2006

Whether you're building a planned giving program, replacing a headcount, or expanding your staff, finding the "perfect" planned giving officer is always a challenge. This article makes the process easy by walking you through the steps from preparing to enter the candidate market, profiling your dream prospect, building the candidate pool, interviewing top applicants, hiring the new officer, and retaining your new hire. It's simple when you have the rulebook! This article will interest those who manage planned giving programs and those who staff them. It will also interest for-profit professionals who work closely with charities to provide administrative support.

IRS Updates Applicable Federal Rates for August 2024

Tuesday, July 16, 2024

The IRS has announced the Applicable Federal Rates for August 2024, including the Section 7520 rate of 5.2%.