Now or Next Year? Why 2025 Might Be the Smarter Time to Give

If charitable giving is part of your financial plan, this is a conversation worth having now—before year-end.

As we approach year-end, donors and families are starting to ask the same question:

👉 Should I make my charitable gifts now—or wait until the new year?


Recent federal changes under the One Big Beautiful Bill (OBBBA) will reshape how charitable deductions work starting in 2026, and for many, that means 2025 could be a more tax-friendly year to give.


In my latest video, I break down:

✅ What’s changing in 2026 (and how it affects higher-income donors)

✅ The new benefit for donors who don’t itemize

✅ How to plan your 2025 giving for the biggest impact


If charitable giving is part of your financial plan, this is a conversation worth having now—before year-end.

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.