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Upticks: A Financial Planning & Investment Podcast — Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)
Not scored yet34m·2025-11-07·Money

Charitable Giving Tax Changes in 2026 (And Things To Do Before Year-End)

Upticks: A Financial Planning & Investment Podcast · 370

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…

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