Year-End Charitable Giving Strategies | October 27, 2026

What This Video Is About

This webinar focuses on year-end charitable giving strategies, providing guidance on how to make the most of donations and reduce tax liabilities. The presentation is led by Valencia Jones and Greg Haywood, senior financial planners with extensive experience in complex financial planning.

Major Ideas Discussed

• Conduct due diligence on charities to ensure they align with your values and are financially sustainable.
• Determine the best way to support your chosen charity, whether through financial donations, time, skills, or connections.
• Stay connected with the organization to see the impact of your gift and consider long-term gifting strategies.
• Itemize and bunch deductions every other year to maximize tax benefits.
• Donate appreciated assets to avoid capital gains tax and support charities.
• Utilize Required Minimum Distributions (RMDs) from retirement accounts to reduce taxable income.
• Consider establishing a Donor-Advised Fund (DAF) for immediate charitable deductions.
• Verify the charity's tax-exempt status and review its finances to ensure accountability.

What to Watch Next

Viewers are encouraged to follow up with charities to see the impact of their donations, work with financial advisors to determine long-term gifting strategies, and consider giving more than financial support, such as time or skills. Additionally, taxpayers should be aware of the standard deduction and its implications for charitable giving, as well as strategies to minimize taxes on RMDs.