sign in
Forgot your password?

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.

Subscribe Now 7-day trial Learn More

Professional Subscriptions

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

Subscribe Now
Commentary gray small

Daily Expert Commentary

Expert insight on the latest in charitable planning news and events.

Library gray small

Extensive Online Library

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

Calculations gray small

Robust Calculations

An extensive array of accurate and easy-to-use calculators.

Handbook gray small

The Handbook

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

Recent Commentary

IRS Updates Applicable Federal Rates for August 2018

Tuesday, July 17, 2018

The IRS has announced the Applicable Federal Rates for August 2018, including the Section 7520 rate of 3.4%.

Maintaining Full Value of Securities' Net Unrealized Appreciation

Thursday, November 5, 2015

Donor places company stock from a qualified profit sharing plan into a CRT to defer gain, obtain a tax deduction, receive a lifetime cash flow, and create a legacy to support charity.

Philanthropy is a Learned Behavior: What Can Gift Planners do to Enhance the Learning?

Thursday, October 11, 2007

How can fundraisers and advisors help their donors and clients to first understand, and then consider, charitable gift options? To be open to exploring giving plans that can work for them in their unique life stage and circumstances? This article helps gift planners and advisors broaden how they present giving options, in terms of both charitable and tax planning benefits. It describes various constituencies and an understandable, useable approach to gift planning education that can help us move the donor/client learning curve along.

Six Ways to Use CRTs with Small Business Owners

Thursday, October 11, 2007

According to IRS statistics, small businesses represent nearly one-third of the value of affluent decedents' estates. CRT planning for small business owners is a critical capability for any gift planning shop. This article describes several CRT options that benefit the small business owner by increasing lifetime cash flow, increasing cash flow and business control to the next generation, increasing employee benefits, and increasing charitable gifts.