#charitable-giving
Charitable Giving
Donation strategies, tax-deductible contributions, and qualified charitable organizations
Donor-Advised Funds vs Private Foundations: Choosing the Right Vehicle for Your Charitable Legacy
A 2026 comparison of donor-advised funds and private foundations covering AGI deduction limits, the 0.5% itemizer floor and 35% deduction cap from OBBBA, the 5% payout rule, self-dealing penalties, and why closely-held stock donated to a private foundation deducts at cost basis instead of fair market value.
Qualified Charitable Organization: A Donor's Guide to Giving Smart and Claiming Deductions
How to verify 501(c)(3) status through the IRS Tax Exempt Organization Search, substantiate donations at the $250, $500, and $5,000 thresholds, and work with 2026's new 0.5% AGI floor and non-itemizer charitable deduction rules.
Year-End Tax Moves: A Small Business Owner's Playbook to Cut Your Tax Bill
A small business owner's guide to year-end tax planning, covering income timing, retirement contributions, Section 179 and 100% bonus depreciation, HSAs, entity structure, and the QBI deduction with 2026 limits.