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We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know about to serve your charitable clients?
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Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values and community priorities.
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As the year begins to wind down, consider tapping into your clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning items right now rather than waiting until December.
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Even if charitable giving does not appear on the surface to be a burning issue in client meetings, it’s still crucial that you keep in mind a few essential charitable giving techniques because your clients do care.
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Without additional action by Congress, our current estate tax laws will sunset at the end of 2025, resulting in a dramatically reduced federal estate tax exemption - from more than $13.6 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for inflation). This change would affect many high net-worth individuals and families, likely exposing many more estates to federal estate taxes.
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