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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:

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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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One of the most comprehensive online libraries available, with personal sorting and storage.

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The Handbook

The "how-tos" of charitable planning easily searchable and updated regularly.

Recent Commentary

All Cash Merger

Thursday, November 5, 2015

Contributing stock to a Flip Unitrust prior to a merger saves donors immediate capital gain taxes, provides an income tax charitable deduction, and increases future retirement income.

IRS Updates Applicable Federal Rates for December 2019

Wednesday, November 20, 2019

The IRS has announced the Applicable Federal Rates for December 2019, including the Section 7520 rate of 2.0%.

How to Talk to Prospects: Negotiating the Major and Planned Gift

Saturday, October 14, 2006

This article addresses how easily gift planning options and ideas can be included in a marketing plan and then into each conversation with likely prospects, not just the super wealthy you've already identified. The misguided belief that you need to be technically proficient before you bring up planned giving is squashed; not a concern so long as you have experts in the wings to call in for the relatively few complex arrangements you may be lucky enough to experience. Lots of donor stories highlighting conversations that introduce gift planning concepts are included.

Increasing Lifetime Cash Flow with Annual Contributions to a CRT

Thursday, November 5, 2015

A Flip-CRUT allows the donor to remove the stock from her taxable estate, create an income tax deduction, and increase her future cash flow.