

Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)
Explore the 2026 charitable giving changes with Jake and Cory: the new 0.5% AGI floor, the 35% deduction cap, the universal deduction for non itemizers, and when to use donor advised funds or QCDs. Learn smart 2025 moves—accelerate gifts, bunch with appreciated stock, and avoid common ROI mistakes—so your generosity…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from Upticks: A Financial Planning & Investment Podcast
See all episodes →
How Much Should Your Adult Kids Know About Your Money?

The Fed Raised Rates. Should You Change Your Financial Plan?

529 Plans, Trump Accounts, and Why the Financial System Feels Rigged
Similar episodes from other shows
More like Upticks: A Financial Planning & Investment Podcast →
Donor Advised Funds - The Secret Weapon for Tax-Efficient Charitable Giving

2025 Tax Changes You Can’t Afford to Ignore!

4 Tax Moves That Can Save You 6 Figures - Part 2 of 2

Act Now to Lower Taxes for 2026
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.