Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact on planning techniques. But have you thought about how each of these thresholds might relate to your clients’ charitable giving? Here are pointers to keep handy as you inform your clients about changes in 2026 and help them tee up their charitable giving plans for the coming year.
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the 0.5% “floor” and 35% “cap” on charitable deductions kicked in on January 1, 2026 under new tax laws. Donor-advised funds in particular played a big role in many late-2025 planning strategies because affected taxpayers could transfer assets to a donor-advised fund in 2025, achieve optimal tax results, and then thoughtfully recommend grants to favorite charities from the donor-advised fund in 2026 and beyond.
So what now? Should you still recommend that your clients establish and use donor-advised funds at the community foundation to organize their charitable giving?
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you are not alone! Whether you are an attorney, CPA, or financial advisor, at some point you will find yourself in the middle of a QCD conversation. Here’s a case study to help you be prepared.
If you want to make a difference in 2026, make giving a part of your New Year’s resolutions. Here are some ideas for how you can create resolutions that give back.
Santa Claus is a staple of the winter season, and has been for a very long time. But what do we really know about this jolly legend? Today, we’re going to find out.
Do you know a young person—or a group of students—with a heart for helping others? The Youth Philanthropy Grants Program empowers local youth to turn simple ideas into meaningful community impact.
The FACF has welcomed four new board members.
Keep these 10 charitable tips in mind as 2025 comes to an end.
As you prepare for all of the gifts, parties and dinners headed your way this season, here are some ideas for how to decrease stress during the holidays.
For those of us who are able to give more, this is the perfect opportunity to get involved in your community and help spread the holiday cheer this season.
