From November’s National Philanthropy Day, which honors the impact of philanthropy to December’s GivingTuesday, a global generosity movement, we’re right in the heart of the giving season. But this year looks a little different. From policy shifts to funding uncertainty, the philanthropic sector has had to pivot. To help donors, advisors and fundraisers maximize year-end giving even amid the uncertainty, we offer our annual Guide to the Giving Season to inspire creative, thoughtful and tax-wise gifts—now and in the future.
Did you know…
It’s not too late to start a private foundation this year and maximize the tax benefits of your charitable plans! Foundation Source can help you establish a foundation in less than a week. That means you can make a big impact right away and get your charitable deductions in now. But don’t delay—contact us today!
Here’s a peek of what’s inside this year’s guide!
Year-End Giving Strategies
For Donors:
Top 5 Reasons to Start a Private Foundation Before Year-End
Why wait when you can take advantage of so many benefits now?
Does OBBBA Create a Window of Opportunity For Donors This Year?
The short answer? Yes. See the tax changes coming in 2026.
For Advisors:
How a DAF Can Complement a Private Foundation This Holiday Season
A timely resource to share with your clients to help them optimize philanthropic impact!
The Philanthropy Advantage
Philanthropy—why it’s a growth engine for the future of wealth management.
For Fundraisers:
DAF Day: How to Unlock The Power of DAF Fundraising
Our experts share insights for maximizing donor-advised fund engagement.
The Fundraiser’s Field Guide to the OBBBA
Key changes, timelines and talking points for nonprofits to encourage giving.
Tax-Efficient Planning
For Donors:
Exploring The Hidden Tax Benefits of Charitable Vehicles
Our legal experts share how donors and nonprofits can ensure tax-efficient giving.
New Tax & Legal Insights Series: From Best Practices to Regulatory Changes
Get clarity and guidance on the topics you’re most interested in from our legal experts.
For Advisors:
3 Strategies for Tax-Smart Year-End Giving with DAFs in 2025
Get the ultimate guide for wealth advisors.
December DAF Deadlines
When your clients need to act to take advantage of 2025 tax benefits.
For Fundraisers:
Dancing with the Taxman: Tax Reporting of Qualified Charitable Distributions
The QCD from an IRA has become a popular way for donors who are 70 ½ or older to make charitable gifts—but there’s a catch.
Navigating the Quid Pro Quo Trap – How It Affects QCDs and DAFs
Donors often use QCDs and DAFs to make tax-advantaged annual gifts, but did you know they cannot enjoy certain quid pro quo benefits?
Impactful, Tax-Wise Year-End Giving Starts Here
We have a full range of tech-enabled giving solutions for private foundations, donor-advised funds, and planned giving programs. And with our philanthropic advisory services, our subject matter experts are there to guide you every step of the way.
Schedule a call or contact us at 800-839-0054 to get started now. Together, let’s #begiving.
