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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

Extra Deductions with Contributions to a DAF

Monday, November 1, 2010
Historical

Contribution to a DAF saves income taxes and allows the donors to decide later on the amount they would like to give and which charities they would like to benefit.

ABA Tax Section Details Priority Guidance Requests

Thursday, June 23, 2016
IRS

In comments submitted June 22, the Taxation Section of the American Bar Association offered more detailed arguments on two items it had asked Treasury and IRS to include in their guidance priorities for fiscal year 2016-17.

ABA Tax Section Comments on Proposed Type III SO Regs

Thursday, June 23, 2016
IRS

Slightly more than a month after the close of the comment period, the ABA Taxation Section submitted comments on Proposed Regulations issued in February affecting Type III supporting organizations.

Exit Strategies: If You Can't Get Out, Should You Get In?

Friday, October 15, 2010

This article discusses an often‐neglected aspect of charitable giving: how charitable organizations can dispose of charitable gifts. All gifts need an exit strategy. Sometimes the strategy is simple: sell the marketable security. Sometimes, there is no exit strategy—consider a charity that accepts toxic land. Most gifts fall somewhere in between, with multiple potential exit strategies that should be considered before the gift is accepted.