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Whether you plan to donate to your favorite charity or simply give to family members, gifting can be an important part of your estate plan. But gifting can be complicated: Recent changes to tax laws introduced by the One Big Beautiful Bill Act in 2025 might affect the way taxpayers contribute to their favorite charities. Smart financial planning will allow you to help your community and leave a lasting legacy while reducing your tax burden.

Join Lila Quintiliani, MOAA's program director for Financial and Benefits Education/Counseling, and Daniel Kopp, CFP, MQFP, the founder of Wise Stewardship Financial Planning and a longtime MOAA member, to learn more about this important subject, including how to:

• Take advantage of a reinstated deduction that allows those not itemizing to instead deduct cash donations made to charity.
  
  
• Use itemized deductions with charitable giving now that there are new limits and thresholds for claiming deductions.
  
  
• Discover tax savings through "deduction lumping."
  
  
• Employ strategies for donor-advised funds.
  
  
• Utilize qualified charitable distributions (QCDs) from IRAs.
  
  
• Leverage advanced strategies such as charitable gift annuities, charitable remainder trusts, and others.
  
  
• Set up gifting strategies within families, to include understanding the annual federal gift tax exclusion and making multigenerational 529 plans under SECURE 2.0 changes.

You’ll also gain a clearer understanding of how thoughtful charitable giving can align with your personal values, family priorities, and long-term financial goals—now and in the future. The session will explore how planned and tax-efficient giving strategies can be used to support organizations like MOAA Charities, helping sustain education assistance, crisis relief, and other mission-critical programs for the uniformed services community. 

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