Advisors today face a rapidly evolving charitable giving landscape, shaped by both innovative strategies and new regulations such as the OBBBA. This webinar explores how donor-advised funds (DAFs) can be leveraged to maximize client tax benefits while aligning with long-term philanthropic goals. We’ll also examine practical charitable giving strategies that enhance client impact and address the regulatory changes reshaping opportunities for charitable contributions. Attendees will leave with actionable insights to better guide clients in achieving both tax efficiency and meaningful social impact.This Partner Solutions webinar is sponsored by:
1. Explain the key features and advantages of donor-advised funds as a charitable giving vehicle.
2. Identify tax-efficient charitable giving strategies that can enhance client outcomes and maximize deductions.
3. Analyze the implications of the One Big Beautiful Bill Act (OBBBA) on charitable giving and advise clients on adapting to these changes.
Will Robinson brings a unique perspective from his background in a multi-generational family office focused on real estate land development and holistic land management. As part of the team at UI Charitable, he helps advisors and their clients maximize impact through donor-advised funds and strategic charitable giving solutions.