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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:

  • 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 CharitablePlanning.com?

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

Providing Cash Flow for a Non-Citizen Spouse

Thursday, March 26, 2020

By transferring highly appreciated stock to a QDOT-CRT, a taxpayer is able to provide for his non-U.S. citizen spouse, avoid gift taxes, minimize capital gain and income taxes, diversify his portfolio, and give to charity.

Discovering the Secret Giver: Groundbreaking Research on the Behavior of Bequest Givers in America

Saturday, October 25, 2008

The Stelter Company has combined forces with the nationally renowned research firm, Selzer & Company, to provide groundbreaking research into who names charities in their wills, when and why. The Stelter Study of Charitable Giving is a national survey of adults age 40 and older. This article shows the previous work completed by the National Committee on Planned Giving's 2002 Survey of Donors. The results enlighten the work of charitable organizations as they cultivate likely donors in the 21st century.

Charitable Provisions in Coronavirus Phase 3

Tuesday, March 24, 2020
Highlights Legislative

There are some interesting provisions in the massive $2T Coronavirus Bill pending in the Senate, known as the Phase 3 Coronavirus Bill (Bill), for the charitable sector. Two efforts in the Senate to pass the Bill on Monday, March 23rd failed due to opposition by the Democrats and a few Republicans.

Due Date for Filing Tax Returns Also Extended Until July 15

Monday, March 23, 2020
IRS Highlights

IRS issued Notice 2020-18 (Updated Notice), updating a notice issued earlier this week (Earlier Notice) and extending the time to file tax returns due on April 15, 2020, until July 15, 2020.