One Hour, Five Gifts: The Charitable Planning Playbook for 2026 and Beyond
The Tax Cuts and Jobs Act rewrote the rules on deductions, then the One Big Beautiful Bill Act took them to another level, demanding real creativity in charitable tax planning for many mass affluent donors. The §7520 rate sits at its highest sustained level in nearly two decades. And the largest generation in American history has crossed into its distribution years. Those forces have reshuffled the deck on charitable planning, and five gifts now sit precisely where donor demographics and tax policy converge.
Join us as we count down the five strategies that deserve to top every gift planner's playbook right now. Along the way, you will see how modern tools, including the Gift Planner's Workstation™ Pro, help you illustrate the numbers, draft the documents, and educate donors on every gift in the hour. No spoilers, but we promise you’ll learn:
- Which gift turns a tired landlord's rental property into fixed lifetime income, without a taxable sale
- The pre-sale move that offsets the gain when a donor's property or business is headed for an exit
- How to rebuild what the SECURE Act took away from your donors' children
- Which wealth transfer vehicle quietly owns the generation-skipping conversation in a 5 percent §7520 world
- The volume leader of American philanthropy right now, and why its biggest years are still ahead
- Plus a bonus strategy hiding in plain sight that works for itemizers and non-itemizers alike
Every registrant receives the complete 64-page white paper, with all case studies, exhibits, and citations.
Join Paul Caspersen, CFP®, CAP®, AEP®, MS and Ryan Raffin, JD, CAP® on September 15th and 17th by registering here: