The Big Beautiful Bill

Major tax legislation can reshape the math of charitable giving — AGI limits, itemization incentives, estate provisions, and the relative value of bunching into a DAF.

High-capacity donors should revisit three questions with their CPA: (1) Does bunching multi-year gifts into a DAF still beat the standard deduction path? (2) Are QCDs still the cleanest RMD strategy for clients 70½+? (3) Do liquidity events this year change the case for appreciated asset gifts?

Paramount Impact does not provide tax advice, but we coordinate closely with advisors so contribution timing, vehicle choice, and documentation stay aligned with the current code.

If your clients are rebalancing portfolios or planning a business exit, a short strategy conversation now can prevent year-end scrambling later.