Dual strategies for charitable clients, transferring a private foundation, and a bear market case study

Your 2026 charitable checklist, keep going with donor-advised funds, and a QCD case study

Last Call for Tax Planning, Locking In Clients Across Generations, and Planning for Incapacity

The new One Big Beautiful Bill Act brings both challenges and opportunities for charitable giving. In this issue, we explore timing strategies for 2025 gifts, including bunching contributions before new limits arrive in 2026. We also look at how to recognize when clients may prefer anonymity in their philanthropy and outline key tax considerations for giving artwork. No matter the approach, the Morton Community Foundation is here to help you guide your clients toward high-impact, tax-smart giving.

From case studies to client insights and tax updates, this issue offers tools to help you bring charitable giving into the conversation with your clients. Learn how one example shows the tax-smart benefits of donating appreciated assets, explore what research reveals about clients’ motivations for giving, and get up to speed on new provisions in the One Big Beautiful Bill Act that could impact charitable planning. Whether you’re advising on retirement, estate planning, or philanthropy, the Morton Community Foundation is here to support your clients in making a lasting difference.