NEW… AND FREE EBOOK
NEW… AND FREE EBOOK
How to Talk to Your Donors About the New Tax Law (Without Sounding Like an Accountant)
How to Talk to Your Donors About the New Tax Law (Without Sounding Like an Accountant)
The tax rules around charitable giving just changed. Your donors are going to ask about it – here's exactly what to say.
The tax rules around charitable giving just changed. Your donors are going to ask about it – here's exactly what to say.
Your donors are going to ask about changes to the tax code. Are you ready to answer?
Your donors are going to ask about changes to the tax code. Are you ready to answer?
Updates to the tax code changed the rules for charitable giving in 2026 – for everyday donors, donors who itemize, donors over 70 ½, and major donors with stock or real estate to give. Almost nobody's giving situation looks exactly like it did last year.
Most fundraisers find this out the hard way: a donor asks a question on a call, or in a meeting, or in a reply to an appeal – and there's an awkward pause while trying to figure out what to say.
Download and read this Playbook once, and never worry about that awkward pause again. Your next donor conversation starts with an answer already in hand – what changed, why it matters, how to explain it simply. No scrambling or awkward pauses.
Most fundraisers find this out the hard way: a donor asks a question on a call, or in a meeting, or in a reply to an appeal – and there's an awkward pause while trying to figure out what to say.
Download and read this Playbook once, and never worry about that awkward pause again. Your next donor conversation starts with an answer already in hand – what changed, why it matters, how to explain it simply. No scrambling or awkward pauses.
When you download this FREE eBook, you'll learn:
When you download this FREE eBook, you'll learn:
What changed for donors who don't itemize – a simple deduction most everyday donors don't realize they now qualify for
The new "0.5% floor" – what it means for donors who itemize, and why some of their giving may stop counting toward a deduction
Why "bunching" gifts is suddenly a smart move – and how to bring it up without sounding like a tax advisor
The best strategy for donors 70 ½ and older – a move that satisfies their required withdrawal and skips the new floor entirely
Advanced strategies for major donors – giving stock, crypto, and real estate, and how to combine strategies for bigger, more tax-efficient gifts
When to mention tax benefits in a donor conversation – and when to leave them out completely
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