Charitable Giving and Tax Benefits: Navigating New Rules While Maximizing Impact

Charitable Giving and Tax Benefits

Navigating New Rules While Maximizing Impact

Charitable giving has long served dual purposes for many investors: supporting causes they care about while receiving valuable tax benefits. However, the One Big Beautiful Bill Act has fundamentally altered the charitable giving landscape, with significant changes taking effect in 2026. Understanding these changes and acting strategically in 2025 can help you preserve maximum tax benefits while maintaining or even increasing your philanthropic impact.

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