"How the OBBBA Affects

Tax and Charitable Planning"

                   Jill McIlroy                                               Justin Smith

  Arizona Community Foundation           Savant Wealth Management

This presentation is designed for nonprofit gift planners and fundraisers and focuses on how the OBBBA tax legislation has reshaped charitable giving as these rules take effect in 2026. Using a holistic planning lens, it explores how new deduction thresholds, AGI sensitivity, and income-based limitations are influencing how and when donors give. Attendees will learn how tools such as donor-advised funds (DAFs), bunching strategies, and qualified charitable distributions (QCDs) can be positioned to respond to donor uncertainty while maximizing impact under the new tax environment. The session also highlights where collaboration with financial advisors and estate planning attorneys has become even more critical in a more complex, advisor-driven landscape.

Key Takeaways:

• Understand the OBBBA changes impacting charitable giving in 2026 and why tax-smart planning now requires greater attention to AGI, timing, and asset selection.
• Learn how bunching and DAFs can help donors respond to higher income floors, reduced marginal benefits, and uncertainty by separating the tax decision from the grantmaking decision.
• See why qualified charitable distributions (QCDs) have taken on increased importance post-OBBBA, as managing and smoothing adjusted gross income (AGI) plays a larger role in preserving deductions and controlling overall tax exposure.
• Identify opportunities to integrate charitable intent into estate and beneficiary planning, particularly where tax efficiency—not just estate size—drives outcomes.
• Gain practical insights and language that help fundraisers collaborate more effectively with financial advisors and estate planning attorneys in an environment where donors are relying more heavily on professional guidance.

Program is Pending Approval for 1PT  CE Credit

Program is Pending Approval for one (1) hour of   CE credit

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