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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:

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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

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.

Accepting Complex Gifts of Real Estate: A Builder's Guide

Tuesday, October 30, 2018

Our Real Estate Gift Acceptance Procedure Manual was born out of necessity. This article will cover each phase of the acceptance process using examples from the recent gift of a retained estate for a term of years. We will take participants step by step from the beginning (initial donor interaction or proposal) through the "finish-line" (recording the deed and beyond). Phase one, the introduction, will cover how to have and document clear and consistent communication with the donor throughout the entire transaction; phase two will define due diligence and explain the importance of receiving conditional acceptance from leadership; and the final phase explains how to successfully close the real estate gift. Significant focus will be given to the importance of continuous donor communication, the gathering of key information and documents using templates, the importance of due diligence including utilizing real estate professionals such as brokers, title companies and appraisers, as well as how to create an organizational work-flow chart and template documents.

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.

Charitable Gift Annuity Reinsurance: What It Is, What It Isn't and When It Works and When It Doesn't

Wednesday, October 14, 2009

Gift annuity reinsurance has long been a misunderstood topic. Life insurance companies suggest reinsuring everything. Investment managers suggest reinsuring nothing. Like most things in life, there is a prudent middle-ground. Charities have never been so concerned about gift annuity pools and are exploring every possible option for risk management. This article helps people better understand what reinsurance can and can’t do to mitigate risk. Case studies are used to answer most of the frequently asked reinsurance questions.