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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

IRS Posts 1023-EZ Data Online

Friday, February 24, 2017

IRS announced it has posted data -- extracted from approved filings of the short form application for exempt status under Section 501(c)(3) -- commencing when the expedited process first became available in mid-2014.

Several Bills Would Repeal Estate Tax

Friday, February 24, 2017

At least four measures have been introduced in the first few weeks of the 115th Congress to repeal the federal estate tax.

Using a FLIP Unitrust to Diversify

Thursday, November 5, 2015

Flip CRUT allows donor to defer income stream.

Let's Make A Deal: An Estate Dispute Mediation Lab

Friday, October 16, 2009

Most disputes over charitable bequests are resolved through mediation. This article is a simulated mediation in which participants play different roles and attempt to make a deal to settle the dispute. A basic fact pattern is provided in advance with additional details for roles provided in this article.