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Notice: Changes to Technology

We are pleased and excited to announce significant changes to CharitablePlanning.com. 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 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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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

Rate for Charitable Calculations Rises to 2.0%

Thursday, October 17, 2019

In Rev. Rul. 2019-25, the Service announced the Section 7520 rate for November will raise to 2.0%. In general, rates for charitable calculations have decreased this year, reversing the upward trend in 2018. The average rate for 2018 was 3.3%, while the average rate thus far for 2019 is a little over 2.9%.

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Monday, November 1, 2010
Historical

This case study illustrates the use of a donor advised fund to enable a donor to "test drive" a substantial gift to charities.

IRS Updates Applicable Federal Rates for November 2019

Wednesday, October 16, 2019

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

"Ch, Ch, Changes... Turn and Face the Strain" Megatrends Affecting Planned Giving

Thursday, October 12, 2006

Megatrend: "a large over-arching direction that shapes our lives for a decade or more." As gift planners, our work is being shaped by the confluence of existing and emerging megatrends, dramatically affecting the way we work, our alliances, and the donors, prospects and charities we serve. Our ability to understand these trends and adjust our thinking and acting spell the difference between success, mediocrity or failure in the future. This article explores the impact of four megatrends on the charitable gift planning industry and offer insights for success from seasoned gift planners across the country.