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*Capital Group Private Client Services Webinar* - Tax-Smart Charitable Giving Ahead of 2026 Changes

  • Writer: Joe @ Auric
    Joe @ Auric
  • Nov 7
  • 1 min read
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Join a practical session on charitable giving strategies aligned with long-term wealth planning. Led by Anne Gifford Ewing, senior trust, estate and fiduciary strategist, and Jeff Ruderman, wealth planning specialist.


Topics include:

  • Charitable tax deductions scheduled to change in 2026 and whether completing gifts in 2025 makes sense

  • Methods to assess affordable giving using cash-flow and balance-sheet analysis

  • Types of charitable assets and recipient organizations

  • Overview of giving structures, including donor-advised funds, private foundations, charitable remainder trusts, and charitable lead trusts

  • Case studies highlighting giving impact and legacy planning


Who should attend:

  • Donors aligning giving with family and wealth objectives

  • Families teaching the next generation about philanthropy

  • Participants aiming for tax efficiency while supporting priority causes


Takeaways:

  • Clear framework

  • Practical next steps

  • Resource list for immediate application


 
 
 

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