One year has passed since the seismic shifts in tax legislation fundamentally altered the playing field for American philanthropy. When the 2025 tax reform bill was signed into law, the immediate aftermath was characterized by industry-wide uncertainty. Wealth advisors, nonprofit leaders, and high-net-worth donors spent the better part of the…
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When the landmark tax reform legislation of 2025 was signed into law, the charitable sector held its collective breath. Financial advisors, non-profit leaders, and high-net-worth donors braced for a period of turbulence, expecting that shifts in deduction limits and AGI (Adjusted Gross Income) thresholds would fundamentally alter the way Americans…