With strong equity and real estate performance in recent years, some donors are turning to appreciated assets—stocks, real estate, and other investments that have grown in value—as a way to maximize both their philanthropic impact and their tax benefits. With new tax rules now in effect (as of 2026), it’s more important than ever to understand how this powerful giving strategy works and how to navigate the updated landscape.
A practical guide to organizing your documents and avoiding last‑minute stress.
A simplified overview of key updates for tax years 2025, 2026 and beyond.
Each year, we highlight the benefits of Donor Advised Funds (DAFs) to help our clients maximize their charitable giving. With the One Big Beautiful Bill Act (OBBBA) now in effect, it’s more important than ever to revisit DAF strategies and understand how they fit into today’s tax landscape.
Curious about what the charitable giving landscape looks like today? Due to a new tax law that took effect in 2026, donors now face a refreshed framework for structuring and deducting their contributions. Whether you’re a seasoned philanthropist or a first-time donor, there are a range of opportunities for donors to align their generosity with financial strategy. Understanding the strengths and limitations of each giving method is essential to maximizing your impact. Important to note: as of 2026, the maximum tax benefit for charitable deductions will be capped at 35%, even for taxpayers in higher brackets. This cap applies across all giving strategies.
Just before the end of 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), which brought sweeping changes to the tax code.
What you need to know to plan ahead.
What donors need to know.
Key tax changes for 2025 and beyond.
Are you aware of the Internal Revenue Service’s Dirty Dozen list? Compiled annually, it warns of the top 12 tax scams that may be encountered anytime, but peak leading up to and during tax season.
