10/22/2026
π Give Generously. Give Strategically. Make Your Giving Count!
As we approach the end of 2026, charitable giving may be on your mind. But did you know that how you give can be just as important as how much you give?
Here are a few tax-smart strategies worth considering:
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Donate appreciated assets. Giving eligible stocks or other appreciated investments directly to charity may help you avoid capital gains taxes.
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Consider bunching donations. Combining multiple years of charitable contributions into one tax year may help maximize your itemized deductions.
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Explore qualified charitable distributions (QCDs). If you're 70Β½ or older, donating directly from an eligible IRA may offer tax advantages.
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Understand the new 2026 rules. Changes to charitable giving deductions could affect your year-end tax strategy.
β€οΈ Supporting the causes you care about is rewarding. Making informed decisions about your giving can make an even greater impact!
π Thinking about making a charitable contribution before year-end? Contact our team to discuss tax-smart giving strategies that align with your financial goals. https://bit.ly/3QgAxFs