Episode
‘Tis the Season for Tax-Smart Charitable Giving!
- Podcast
- Money & Taxes from Bb to XYZ
- Published
- Nov 13, 2025
- Duration seconds
- 1087
- Processing state
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Summary
'Tis the season for tax planning — and considering charitable giving! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, dive into how charitable contributions could impact your taxes in a positive way. As year-end approaches, they explain who might benefit from giving before December 31, how deductions work with the 2025 standard deduction, and what’s changing in 2026. From donor-advised funds to donating appreciated stocks instead of cash, the duo breaks down smart ways to give — without missing out on valuable tax savings. You’ll learn Whether charitable giving might make sense for your tax situation The difference between gifting cash versus appreciated assets How donor-advised funds work when you want to give ... but aren’t sure where you want to give to yet Tax law changes beginning 2026, like the new above-the-line deduction and AGI floor Ideas for maximizing deductions in a high-income year Takeaways If you expect a high-income year in 2025, consider bunching charitable donations before the AGI floor arrives in 2026. A donor-advised fund lets you claim your deduction now — and select the charitable recipient later. Donating appreciated stock can help you avoid capital gains while still supporting causes you care about. Bonus! Here’s Jason’s favorite green bean casserole recipe ! And don't forget about the IRS Tax Exempt Organization Search tool for verifying that your donations are tax-deductible. Have a charitable giving or tax question for the show? Email [email protected] and Jason or Regina might answer it in a future episode! New episodes drop every other Thursday — always ad-free and no subscriptions required. Learn more about FPFoCo at fpfoco.com and connect with us on social media @fpfoco. Disclosures Jason Specin…