Capital Group Private Client Services: Charitable Giving Strategies

Important considerations for 2025 year-end planning

The One Big Beautiful Bill Act has reshaped how charitable deductions, SALT limits, gifting thresholds, and retirement contributions work, making 2025 an important year to rethink your giving and planning strategy. This summary highlights why accelerating charitable gifts, reviewing estate and family gifting plans, and adjusting retirement contributions and Roth strategies before year end may be advantageous. Use these points as a practical checklist with your tax and wealth advisors while there is still time to act in 2025.

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