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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.

Robust Calculations

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

Planning Opportunities with Real Estate

Thursday, May 23, 2024

By contributing appreciated real estate to a Charitable Remainder Unitrust, a Donor can reduce her capital gain tax liability, avoid estate taxes, receive an income tax deduction, obtain a lifetime cash flow, and create a lasting legacy for a charity in her hometown.

Understanding Donor Motivations

Saturday, October 1, 2005

Gifts are not irrational acts. They are self-motivated transactions entered into with the expectation of receiving something in return. Just as "self" is not clearly defined, the "something" we expect in return is often intangible. Effective gift planners understand these so-called "soft issues" are just as important as "running the numbers" to illustrate the gift. This article shares insights derived from experiences as both a planned giving and charitable trust officer and offers practical suggestions to help secure the gift.

Rate for Charitable Calculations Climbs to 5.6%

Thursday, May 16, 2024
Rates / Tables / Statistics

In Rev. Rul. 2024-12, the Service announced the Section 7520 rate for June will climb to 5.6%. The average rate for 2023 was 4.88%, while the average for 2024 is 5.20%.

Increasing Cash Flow through a CRT

Thursday, May 16, 2024

A gift to a CRT creates greater long-term cash flow than an outright sale.