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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

Making Gifts to a Brother

Monday, November 1, 2010

This case study illustrates how a donor can use a gift annuity to provide a fixed income stream to a relative for life, while at the same time reducing taxes and benefiting charity.

Identifying and Reducing Tax Regulatory Burdens

Wednesday, October 11, 2017

In a Second Report issued pursuant to Executive Order 13789 ("Executive Order"), Secretary of the Treasury Steven T. Mnuchin recommends specific actions to mitigate the burden imposed on taxpayers by various regulations.

TIGTA Scrutinizes IRS' Standards for EO Review

Wednesday, October 11, 2017

The Treasury Inspector General for Tax Administration's issued a 2017 Report ("2017 Report") addressing IRS' use of selected criteria to identify tax-exempt applications. This report was developed as a follow-up to a 2013 Report ("2013 Report"), which concluded the IRS used inappropriate criteria to select tax-exempt applications for further review.

Making Planned Giving Work for Business Owners

Thursday, September 29, 2005

Entrepreneurs are six times as generous with their wealth as inheritors who have the same net worth. As a charitable gift planner, you get to see their strong preferences and unique opportunities. This article explains how to integrate succession planning and philanthropic planning; spot opportunities for implementing charitable gift planning to meet a business owner’s needs; and recognize practical solutions and exceptions to the technical obstacles to get the gift done.