Latest / Legacy Beyond Wealth with Rob Shelton
Charitable Giving in 2025 — The Window Before Tax Laws Change
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For generous givers, business owners, and retirees who want their charitable dollars to stretch further, the tax landscape is shifting in 2026, and it could reduce the value of your deductions. That makes 2025 a unique window of opportunity to maximize both your giving and your tax efficiency. In this episode, Rob breaks down three key strategies—like donor-advised funds and bunching gifts—that can help you capture bigger tax benefits before the rules tighten. If you want to align…
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