2 Hours | Eligible for CFP® and IAR CE
The OBBBA did not make charitable planning less valuable—it made the choice of what to give, when to give, and how to give it more important than ever.
Beginning in 2026, many non-itemizers will gain a new deduction for qualifying cash gifts, while itemizers will face a new 0.5% of AGI floor and high-income taxpayers may receive less value from their charitable deductions. These changes make personalized planning essential for clients at every income level.
In this practical, advisor-focused webinar, you will learn how to help clients select the most tax-efficient assets, timing, and charitable-giving strategies under the new rules. We will compare cash gifts with appreciated securities, explain when bunching still works, examine the continued power of Qualified Charitable Distributions, and show when donor-advised funds remain valuable—and when another approach may produce a better result.
The program will also address common annual-giving mistakes, documentation requirements, employer matching gifts, charitable planning during Roth-conversion or unusually high-income years, and advanced strategies involving charitable remainder trusts, charitable lead trusts, charitable gift annuities, real estate, and closely held business interests.
Through clear examples and client case studies, you will learn how to advise:
- Clients who claim the standard deduction
- Affluent itemizers affected by the new limitations
- Retirees eligible to make QCDs
- Executives holding highly appreciated or concentrated stock
- Business owners preparing for a sale or liquidity event
You will leave with an actionable charitable-planning checklist and timely strategies to help clients increase both the tax efficiency and impact of their giving—while making charitable planning an ongoing part of the advisor-client relationship rather than a year-end exercise.
