Charitable Giving in 2026: Recheck the Tax Assumptions
David RileyCompare 2026 charitable-giving rules: nonitemizer deductions, the itemizer floor and IRA gifts. Choose a method that fits your goals and resources.
Finish Year-End Giving With the Right Records
David RileyMatch cash, securities and IRA gifts with completion evidence and acknowledgments. Keep QCD exclusions separate from deductions and 2026 rule changes.
Choose a Giving Strategy Before Year-End Deadlines
David RileyCompare cash, appreciated shares and eligible IRA gifts. Separate 2025 giving rules from charitable deduction changes that begin in 2026.
Year-End Gifts: Check Processing Time and Documentation
David RileyConfirm transfers and records for charitable gifts, family gifts and IRA charitable distributions. An instruction alone does not complete the gift.
Give With a Plan: Cash, Appreciated Assets or an IRA?
David RileyCompare cash donations, appreciated stock and eligible IRA charitable distributions while protecting your own cash needs and keeping the right records.
