Tax-Savvy Ways to Support Charities and Family

November is the month of gratitude and the beginning of the season of giving. So for this month’s installment of the 2026 Financial Planning Challenge, Robert Brokamp and Stephanie Marini discuss tax-smart ways to give to charities – and how to gift investments to family members, because nothing says “I love you” like compounding growth. Topics covered:-New rules for 2026 about deducting charitable contributions-The benefits of donating appreciated investments, and how to do it-The benefits of donor-advised funds and qualified charitable distributions-The tax consequences of giving money or investments to friends or relatives-Three non-profits to consider supporting: CURE Childhood Cancer (CUREchildhoodcancer.org), Together We Bake (Togetherwebake.org), and the Fool Community Foundation (Foolfoundation.org) Host: Robert Brokamp, CFP®, EAGuest: Stephani Marini, CFP®, CRPC®Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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