Navigating charitable giving in the new tax policy environment – DAFgiving360 – 12.2.25

Summary:

The passage of the One Big Beautiful Bill Act (OBBBA) has implications for how you and your clients may want to approach charitable planning for 2025 and beyond. As you look ahead to 2026 and future years, it’s also important to be aware of new tax policy developments that could impact charitable giving. This advisor webcast on Giving Tuesday will help you stay ahead of the curve to effectively guide your clients’ charitable giving in the new tax landscape.

Join Julia Reed from DAFgiving360^™ and tax policy expert Jorge Castro for an in-depth webcast on what the recent federal tax legislation and the broader policy outlook mean for charitable giving and tax planning. Whether your clients give regularly or make large one-time gifts, understanding the new rules will help you maximize their philanthropic impact and potentially reduce their tax burden – now and down the road.

Topics include:

• A summary of the new tax provisions from the One Big Beautiful Bill Act and how it could impact donors
• The legislative and regulatory outlook for the nonprofit sector, including donor-advised funds (DAFs)
• Why advisors should incorporate philanthropic planning into their wealth management practice
• Ways DAFs and other giving vehicles fit into your clients’ overall investment strategy
• Tax-smart charitable giving moves to consider and related resources to navigate the new tax environment

Register now to ensure you’re prepared to guide your clients’ charitable giving and make the most of the current tax regulations before year-end.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Julia Reed leads the Charitable Consulting team at DAFgiving360, serving advisors, family offices, and donors nationwide with charitable planning consultation and resources designed to help wealth management professionals and their clients maximize impact. Julia has experience with many aspects of effective philanthropy, including complex assets, legacy planning, and social impact strategy. She has spent more than 20 years in the financial services industry, working in two security exchanges, in private wealth management, and in planned gifts. She holds a BA in Business Administration from John F. Kennedy University and lives with her family in San Francisco.

Jorge Castro has held senior level positions in Congress and the Internal Revenue Service (IRS). His practice focuses on tax policy and regulatory matters, helping clients achieve their objectives in Congress, the Treasury Department, and IRS. Jorge combines his technical legal knowledge and legislative and regulatory expertise to successfully resolve complex client issues.

Jorge received his B.A. from the George Washington University and his J.D. from the University of Wisconsin Law School. In addition, he is an Adjunct Professor at the Catholic University Columbus School of Law, where he teaches a law and public policy class. Jorge lives in Washington, D.C. with his wife and two children.