By Ashley Coldiron, Chief Development Officer
With just a few months left in 2025, now is the time to review your charitable giving strategy, especially in light of the new One Big Beautiful Bill Act (OBBBA). Here are three tips to discuss with your advisors (and with us—we’d be glad to join the conversation):
- Take advantage of 2025 itemizing rules. This year, itemized deductions are more favorable. Consider “bunching” gifts into your donor-advised fund now, then support your favorite charities in future years. Add to your fund.
- Remember the basics. Appreciated stock and IRA beneficiary designations remain tax-smart giving strategies.
- Know your QCD options. If you’re 70½ or older, you can transfer up to $108,000 tax-free from your IRA directly to a qualified charity, including certain funds at the Community Foundation.
We’re honored to be your partner in charitable planning. Reach out anytime—we’re here to help.