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HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING
Date:
CE Eligible
Duration: 75 minutes
Rick Peck
Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®
Independent Philanthropy Consultan

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC, working with nonprofits, donors, potential donors, and professional advisors.From July 2023 through January 2024, Rick served as interim VP for Development at the Silicon Valley Community Foundation, which is the largest community foundation in the world.  For six years prior to that, as VP for Development and Philanthropy Services, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. 

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Nearly $600 billion was donated to U.S. nonprofits last year — and with the passage of the One Big Beautiful Bill Act (OBBBA), charitable giving rules have shifted in ways that directly affect financial planning.

This webinar, led by philanthropy expert Rick Peck, will give you a clear roadmap to the new requirements and opportunities under OBBBA, including:

  • How new caps and floors on deductions reshape giving strategies,
  • Adjustments to percentage-of-AGI limits for charitable contributions,
  • The implications for high-income clients navigating phaseouts and reduced flexibility, and
  • The ripple effects on donor behavior, nonprofit funding, and year-end planning.

You’ll leave with timely, practical insights into how changes to QCDs, donor-advised funds (DAFs), appreciated securities, and above-the-line deductions can be integrated into client conversations — before year-end and well into 2025 and beyond.

Learning Objectives -- By attending this session, you will:

  1. Understand the new rules: Learn how OBBBA’s percentage-of-AGI adjustments, caps, and floors on deductions impact strategies for high-net-worth and mass affluent clients.
  2. See the difference: Contrast these changes with prior law to understand the new planning landscape.
  3. Pinpoint year-end opportunities: Discover actionable approaches such as bunching gifts, leveraging donor-advised funds, maximizing Qualified Charitable Distributions, and applying the new above-the-line deduction for non-itemizers.
  4. Tailor strategies to client needs: Evaluate opportunities linked to the Great Wealth Transfer, including how to maximize gifts of appreciated securities, and help clients choose between cash and non-cash gifts for optimal tax efficiency.