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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.

Extensive Online Library

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

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

The Handbook

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

Recent Commentary

Sale of Farm Land

Thursday, July 29, 2021

A CRT can defer taxes on the sale of farm land while providing a charitable income tax deduction and, most importantly, a gift to charity.

Is Your Board "On Board" with Planned Giving?

Thursday, October 11, 2007

The role of the board of directors is essential to the success of a planned giving program. For-profit professionals who advise and serve on boards, as well as nonprofit professionals who serve on staff, must be sure that their boards are properly informed and involved to ensure an effective and efficient program. This article reviews the important role that a board of directors should serve to assure the success of a planned giving program. Specific topics covered include board duties relative to budget approval, audit, goal-setting, program evaluation, fundraising, and approval of policies and procedures. Evaluation of the planned giving program is explored in detail with a review of evaluation techniques for various levels of program sophistication. Explanations of fundraising strategies for board members include activities relative to donor identification, cultivation, education, solicitation, negotiation, recognition, and stewardship.

Using a Donor Advised Fund to Sell a Rental Home and Endow Charitable Gifts

Thursday, July 22, 2021

A DAF allows a donor to avoid gain on the sale of an appreciated asset and to steward gifts to charity over time.

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.