Navigating the New Philanthropic Landscape: Maximizing Donor Gifts Before the 2026 Tax Shift - Presented by CBIZ
This essential briefing is designed to equip Fundraising Professionals with actionable, tax-smart strategies for guiding high-net-worth donors through the critical year-end 2025 planning window before the One Big Beautiful Bill Act (OBBBA) changes take full effect.
Attendees will learn to:
- Create Urgency for High Net Worth Donors: Understand why 2025 is the final year to maximize tax benefits before the new 0.5% AGI Deduction Floor and 35% Deduction Cap begin to erode itemized charitable deductions.
- Leverage Advanced Giving Tools: Understand the strategic advantages of Qualified Charitable Distributions (QCDs), the imperative to fund Donor-Advised Funds (DAFs) in 2025, and the tax efficiency of donating Appreciated Assets.
- Coordinate Legacy and Estate Planning: Discuss the impact of the permanent Estate Tax Exemption increase and how to use tools like Charitable Remainder Trusts (CRTs) to align wealth transfer with philanthropic goals.
- Prepare for New Donor Segments: Develop messaging to capitalize on the New Universal Deduction for non-itemizers starting in 2026 and guide corporate partners through the 1% Corporate Giving Floor.
This is a strategic session focused on translating complex tax law into clear, high-impact fundraising conversations.
Speakers:
Jill Scher, CPA, MS
Managing Director in the Tax & Business Service Division of CBIZ, Inc.
With more than 25 years of experience in public and private accounting, Jill has developed a stellar reputation for her ability to build strong relationships and apply her diverse experience, technical proficiency and problem solving skills across various industries.
Amish Mehta, CPA
Managing Director and shareholder with CBIZ CPAs.
Amish is also assurance leader of nonprofit services in the New York Metro region, providing accounting, auditing and advisory services to nonprofit institutions.