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

- Nov 7, 2025
- 1 min read
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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