The One Big Beautiful Bill Act (OBBBA), signed into law on 4 July 2025, introduced significant changes to charitable deductions for donors and is primarily effective beginning in the 2026 tax year. Below is a summary of the key provisions affecting charitable giving: Above-the-Line Deduction for Non-Itemizers Beginning in 2026, taxpayers who do not itemize deductions […]
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New research shows married couples with educated heirs have greater capacity and stronger philanthropic motivations than traditionally targeted single donors. Here’s how this impacts your gift planning strategy. […]
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Learn how gift planning differs from planned giving in structure, timing, donor engagement, and impact — and why nonprofits benefit from shifting to a proactive, cross-functional charitable gift planning model. […]
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Updated Federal Reserve data reveals significant giving capacity among donors in the top 10% and 5% wealth tiers — and why gift officers should engage affluent donors long before retirement age. […]
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