On July 4, President Trump signed into law H.R. 1, which included several provisions that will have an impact on charitable giving. The changes go into effect in the tax years beginning after December 31, 2025.

Many individuals donate their qualified charitable distribution (QCD)—or, more colloquially, a charitable IRA rollover— directly to a qualifying nonprofit of their choice to provide immediate operational support. This approach makes sense in the case of smaller annual QCDs, but if individuals are considering donating tens of thousands of dollars to charities in a given year, there might be more strategic options worth considering.

Follow the story of donor Laurina Harper and learn how donors can easily execute a Gift Intent Memo to communicate their unique charitable intent for assets received through their will, trust, or beneficiary designation forms.

In this issue of Charitable Insights, Hilary Stone, MBA, CAP®, Senior Advisor for Donor Services at The Columbus Foundation, outlines the date of gift rules for various assets and delivery methods.

In this issue of Charitable Insights, Hilary Stone, MBA, CAP®, Senior Advisor for Donor Services, shares a bit more about The Columbus Foundation’s work and addresses some of the most common misperceptions about who, where, and how we serve.

It’s never too early to get started on year-end giving plans. In the spirit of generosity—and maximizing community impact—Hilary Stone, MBA, CAP®, Senior Advisor for Donor Services, outlines three tax-advantaged charitable giving strategies worth considering with your clients.

Lisa Jolley, JD, CAP®, Senior Director of Donor Services, lays out a number of scenarios that indicate it might be time to initiate the charitable conversation, as well as helpful approaches to consider.

As tax season draws to a close, we're reminded of the benefits of Donor Advised Funds (DAFs) that offer ease and flexibility for donors to maximize their impact by streamlining their charitable contributions through one giving vehicle.

Charitable giving is an important element of financial, tax, and legal planning, but with so many paths to choose from, it can be easy to get lost along the way. Brad Britton, Director of Planned Giving and General Counsel at The Columbus Foundation, explains how to map out a successful charitable plan—and the many options to consider along the way.

Charitable giving is an important element of financial and legal planning, but successfully navigating charitable conversations with clients can often be harder than we think. In this issue of Charitable Insights, we explore the charitable conversation disconnect between advisors and clients, along with techniques to better navigate such discussions.