Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and, for some, urgency. The OBBBA reshapes both how much a client can deduct for charitable contributions, and which clients can benefit from these deductions in the first place.
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Our community needs us. Whatever your passion is – from causes that support youths to parks to social services – local charitable giving can be particularly meaningful right now.
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Are you wondering how the passage of the One Big Beautiful Bill will affect your clients? Here are three insights - on the standard deduction, charitable deductions for non-itemizers and the estate tax exemption.
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Naming a fund at the Community Foundation as a beneficiary of an IRA can be a powerful planning tool – allowing charitable intent to continue after death, reducing estate taxes and avoiding income tax that would otherwise be owed by heirs.
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Some clients, particularly those without children or close family, view philanthropy as a way to extend their values and their legacy. But what’s the right financial vehicle for them to make a lasting difference?
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Donating appreciated stock into a Donor Advised Fund is one charitable strategy before retirement.
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