As the giving season begins, learn how you can maximize charitable tax benefits before new rules take effect in 2026. Whether you’re finalizing year-end donations or planning future major gifts, our timely insights are designed to help you give with greater clarity and confidence.
Year-End Giving 2025
Bessemer’s giving experts Caroline Hodkinson and Julie Pardue explore today’s philanthropic landscape and share timely strategies to help you maximize your giving impact and tax efficiency.
Wealth Planning
Charitable Giving Under OBBBA: Tax Strategies for 2025 and Beyond
With tax breaks tightening in 2026, the size, structure, and timing of charitable gifts matter more than ever. Learn about the key changes and their implications for philanthropic families and explore strategies to consider before year-end and in the years ahead.
Wealth Planning
The Strategic Value of Donor-Advised Funds
Donor-advised funds (DAFs) are among the most versatile tools in a philanthropist’s kit. Through the Bessemer Giving Fund, clients can access DAF accounts that can amplify the impact of their charitable giving and provide opportunities for more tax-efficient wealth management.
Your Bessemer advisor is here to help. Please reach out with any questions about your year-end tax-deductible donations, donor-advised fund and major gift strategies, or your broader philanthropic goals.