Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller | Jeff Bernier, CFP®, ChFC, CFS
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Plan ahead for 2026 tax breaks on charitable gifts
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5 months ago
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’Tis the season of giving, and CFP Board Ambassador Brenton Harrison, CFP® is here to offer tips and insights on how to maximize your savings through charitable giving. Learn more: https://loom.ly/6PYZ_LQ | CFP Let's Make a Plan
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Examining Charitable Giving and Trends in the Nonprofit Sector | The United States Senate Committee on Finance
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What is planned giving? Where should you start in your charitable giving journey? What are the best giving options? If you've asked yourself any of these questions, Jake Weber, CFP®, a wealth advisor with Willow Creek Wealth Management, answers them during the "Tax Smart Giving" webinar. He also shares information about how you might use common giving tools like Donor Advised Funds, Charitable Remainder Trusts, and gifts of appreciated stock to support your charitable giving goals. Watch now at
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FacebookSonoma Land Trust
🌟 New Charitable Giving Rules Are Coming! 🌟 Starting in 2026, you can deduct up to $1,000 (or $2,000 for couples) in charitable contributions even if you don’t itemize! 🙌 But remember, donations to donor-advised funds and private foundations won’t count—only direct gifts to charities will! Stay informed to make the most of your giving! 💖 👉 Comment "KEEP25" to keep more of your hard-earned money and prepare for the changes! #CharitableGiving #Donations #TaxTips #FinancialAwareness #GivingBac
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