The recently passed One Big Beautiful Bill Act (OBBBA) has reshaped the landscape for charitable giving, and for high-net-worth individuals, the changes can be significant.
In this video, I’ll explain some key points:
- How the new tax law impacts the value of your charitable gifts
- When it might make sense to itemize versus take the standard deduction
- How timing strategies like batching or accelerating gifts could dramatically affect your tax savings.
I’ll walk through some example scenarios that show how the timing, structure, and method of your gifts can help unlock additional deductions, lower future tax bills, and even support broader strategies like Roth conversions or estate planning.
Watch below and feel free to contact me if you have any questions.
If you are interested in potentially maximizing the impact of your charitable giving and minimizing your future tax bill, now is the time to act.
Schedule a consultation to review your current strategy, explore timing opportunities, and create a customized plan before key deadlines take effect. Your generosity can go further with the right plan in place — let’s make sure it does.