Year-End Gifting Strategies: Charity, Family, and the New 2026 Rules
Join Jennifer Raess, JD, CFP®, CLU®, live on Giving Tuesday for a practical review of charitable and family gifting strategies: what changed for 2026, what stayed the same, and the gifting actions that clients need to take before December 31. CE credit approved.
Speakers
Jennifer Raess, JD, CFP®, CLU®
Product Counsel & Estate Strategist, Vanilla
Kennary Macwan
Senior Brand Marketing Manager, Vanilla
Register
Speakers
Jennifer Raess, JD, CFP®, CLU®
Product Counsel & Estate Strategist, Vanilla
Kennary Macwan
Senior Brand Marketing Manager, Vanilla
The One Big Beautiful Bill Act (OBBBA) changed the rules for both charitable gifts and gifts to family, and this is the first year-end most of those changes apply.
What we’ll cover:
- What changed in 2026 for charitable gifts and gifts to family, and what stayed the same
- How QCDs, donor-advised funds, charitable trusts, and gift annuities compare, and which clients each one fits
- Annual exclusion gifts, direct tuition and medical payments, 529 plans, and the new Trump accounts
- Which assets to give during life and which to leave at death
- The gifting actions that must be completed by December 31 (and what can wait until tax filing)
What you’ll walk away with:
- A year-end checklist of deadlines and common errors to review with clients this month
- Three client case studies showing how the strategies work in practice
Accepted by CFP Board and IWI for 1.0 hour of CE credit toward the CFP®, CIMA®, CPWA®, CIMC®, and RMA® certifications. To receive credit, you must submit your CFP Board ID, IWI ID, or both, and attend the live session for at least 50 minutes.