# ‘Tis the Season for Tax-Smart Charitable Giving! Page: https://stenobird.com/podcast/money-taxes-from-bb-to-xyz-6228444/tis-the-season-for-tax-smart-charitable-giving Text version: https://stenobird.com/podcast/money-taxes-from-bb-to-xyz-6228444/tis-the-season-for-tax-smart-charitable-giving.md Podcast: [Money & Taxes from Bb to XYZ](https://stenobird.com/podcast/money-taxes-from-bb-to-xyz-6228444) Published: 2025-11-13T10:00:00+00:00 Episode link: https://www.financialplanningfortcollins.com//tis-the-season-for-tax-smart-charitable-giving Audio file: https://episodes.captivate.fm/episode/54d1ddb6-6eae-4360-934d-6a55283281b3.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/money-taxes-from-bb-to-xyz-6228444/episodes/tis-the-season-for-tax-smart-charitable-giving Duration seconds: 1087 ## Resource '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 podcast@fpfoco.com 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… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/money-taxes-from-bb-to-xyz-6228444/episodes/tis-the-season-for-tax-smart-charitable-giving/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/money-taxes-from-bb-to-xyz-6228444/tis-the-season-for-tax-smart-charitable-giving.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.