In this final part of my Charitable Giving series, I explain the 2026 charitable tax laws following provisions from the One Big Beautiful Bill Act and what they mean for your charitable donations and tax deductions.
The new 2026 tax laws change how taxpayers can benefit from charitable tax deductions, creating challenges for some high-income earners and new opportunities for lower- and middle-income filers. I also share strategies to make your charitable giving more tax-efficient, including donor-advised funds, qualified charitable distributions (QCDs), and naming a favorite charity as a beneficiary of certain financial accounts.
Whether you give a little or a lot, the goal is to align your generosity with your values and financial goals. Learn how to give with purpose, make your charitable donations go further, and take advantage of the current tax laws.
Ready to give with purpose and strategy? Listen to the full episode for actionable giving strategies that everyone should hear. No matter how much you give, the feeling of helping others is unmatched.
Key Takeaways:
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Disclaimer:
The information discussed in this podcast is for educational and informational purposes only and does not constitute financial, legal, or tax advice. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.