Here are some steps to get inspired and take action:
Consider reviewing 2025 charitable contributions with our team of experts at CFT.
Looking back at last year’s giving can be surprisingly helpful, especially when guided by professionals who understand both philanthropy and the local community. CFT can help with seeing the real-world impact of gifts, identifying patterns in giving, and highlighting opportunities that may not have considered.
This review also creates a natural bridge to planning for 2026 support, whether that means refining focus, adjusting gift amounts, or exploring new charitable vehicles. Just as important, it allows space to begin thinking strategically about future years, helping ensure that generosity grows in a way that is both meaningful and sustainable.
Talk with advisors/clients as soon as possible about whether and how the new tax laws might impact giving.
Charitable giving is closely connected to tax and estate planning, and early conversations can help make informed decisions before the year gets too far along. This is also an ideal time to revisit estate plans and beneficiary designations. Many donors choose to include a gift to their donor-advised or other type of fund at CFT in their wills, trusts, or beneficiary designations on retirement accounts or life insurance policies, creating a lasting legacy that reflects their values. Coordinating these updates with your tax advisor/clients and the CFT can ensure charitable intentions are clearly documented, tax-efficient, and aligned with overall financial and estate planning goals.
Set goals for charitable involvement in 2026.
Rather than giving reactively, goal-setting allows for proactive, intentional giving. CFT can help with exploring new and emerging nonprofits, learning more about pressing needs in the community, and connecting with organizations that align with interests. Together, our team can create a plan for timing gifts throughout the year, whether through recurring contributions, single large gifts early in the year to help a favorite nonprofit get ahead, or strategic gifts of highly appreciated or complex assets. This approach not only makes giving more manageable but also helps ensure that generosity has the greatest possible impact.
As you look ahead, remember that you do not have to navigate charitable planning on your own. CFT is here to serve as a trusted partner—whether you are just getting started, refining an existing plan, or thinking about the legacy being left for future generations. We invite you to reach out anytime to ask questions and explore ideas.
