Charitable Planning

Topics

October 31, 2025

How OBBBA alters charitable deduction strategies for 2025 and 2026

New rules could shrink an individual’s tax benefit from charitable contributions starting next year, prompting many to accelerate donations into this year. Here’s what donors and advisers need to know.

August 9, 2023

Being philanthropic with a noncharitable trust

Getting funds out of an irrevocable family trust for charity is often difficult, and new trusts should be designed with greater flexibility, according to two experts.

June 1, 2023

Qualified appraisal required for charitable contributions of cryptoassets

The exchange-reported value of digital assets does not substitute for the qualified appraisal required for a charitable contribution deduction; a reasonable-cause exception will not apply, the IRS Office of Chief Counsel advises.

April 10, 2023

Safe-harbor language issued for amending conservation easement deeds

In response to a requirement in the SECURE 2.0 Act of 2022, the IRS issued a notice Monday that allows donors to amend conservation easement deeds to substitute the safe-harbor language for the corresponding language in the original deed.

March 3, 2022

How to keep Ukraine donations safe from fraudsters

Taking the time to research charities can help donors make certain that their donations are being used for the intended purpose.

December 1, 2021

Ask the expert: Gift planning

Karla Valas leads fundraising for Fidelity Charitable, the nation’s largest grantmaker. Her team helps CPAs to prioritize sophisticated planning conversations that incorporate charitable strategies.

December 16, 2020

Help clients make the most of 2020 charitable giving

Mike Landsberg, CPA/PFS, discusses what he’s seeing in terms of charitable giving this year, how the CARES Act has affected giving, and how clients can use giving to save on taxes while contributing to causes that matter to them.

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