Tag: Charitable Giving

ney Thomas Sessa at his desk reviewing paperwork.

Year-End Charitable Giving in 2026: Planning Under New Tax Laws

Posted by Cheri Dorsey in Charitable Giving
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2026 is the first year under new rules established by the One Big Beautiful Act (OBBBA), the federal tax law enacted in 2025. As we approach the holiday season, many families we partner with are thinking about the causes that matter most to them. Yet year-end charitable giving in 2026 calls for more planning than […]

17 Nov

2 people exchanging a white gift box with red ribbon

Charitable Giving Tax Changes Coming in 2026: What to Do Now and Later

Posted by Cheri Dorsey in Charitable Giving
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Significant changes to charitable giving rules are scheduled to take effect in 2026, stemming from the “One Big Beautiful Bill” Act (H.R.1) signed in July 2025. While tax law updates often create uncertainty, they also offer an opportunity to take a more thoughtful, values-aligned approach to philanthropy. With proper planning, you can continue supporting the […]