Professional Subscriptions
Subscribe to get access to a full suite of professional research tools.
Subscribe Now
|
Daily Expert CommentaryExpert insight on the latest in charitable planning news and events. |
|
Extensive Online LibraryOne of the most comprehensive online libraries available, with personal sorting and storage. |
|
Robust CalculationsAn extensive array of accurate and easy-to-use calculators. |
|
The HandbookThe "how-tos" of charitable planning easily searchable and updated regularly. |
Recent Commentary
Rate for Charitable Calculations Rises to 4.8%
In Rev. Rul. 2026-6, the Service announced the Section 7520 rate for March will rise to 4.8%. The average rate for 2025 was 4.95%, while the average rate for 2026 is 4.67%.
How to Identify, Hire and Retain the Perfect Planned Giving Officer
Whether you're building a planned giving program, replacing a headcount, or expanding your staff, finding the "perfect" planned giving officer is always a challenge. This article makes the process easy by walking you through the steps from preparing to enter the candidate market, profiling your dream prospect, building the candidate pool, interviewing top applicants, hiring the new officer, and retaining your new hire. It's simple when you have the rulebook! This article will interest those who manage planned giving programs and those who staff them. It will also interest for-profit professionals who work closely with charities to provide administrative support.
IRS Updates Applicable Federal Rates for March 2026
The IRS has announced the Applicable Federal Rates for March 2026, including the Section 7520 rate of 4.8%.
DAF Sells Corporate Stock to Donor's Son-
Intra-family transfer of closely held stock through donor advised fund avoids recognition of gain.