Making the most of your year-end giving, finishing 2025 strong, and considerations for purpose-driven companies

Greetings from [ABC Charity]! 

In this season of giving, we are thankful for the opportunity to work with generous donors. Thank you! We’ve enjoyed collaborating with so many of you throughout the year, and we look forward to many more conversations in the months and years ahead. 

This month, we’re happy to share trends and tools to help you navigate the year-end flurry of activity as you zero in on your charitable giving goals for 2025. 

—We are well aware that some of you may be facing 2026 tax changes! Please consult your tax advisors and consider supporting our mission through gifts of appreciated-stock, directing a gift from your IRA if you are 70 ½ or older, and trying not to wait until late December because processing some types of gifts can take time.

—There are many ways you can make a difference through your gift to [ABC Charity]! Discover your options among multiple giving pathways that deliver concrete impact, alongside useful tax benefits.

—If you own a business or serve in a corporate executive role, you may be looking ahead to 2026 and wondering what might be in store for corporate giving. New tax laws taking effect next year may inspire you to lean into purpose-driven philanthropy and supporting AMC Charity’s mission in creative ways even under the new rules.

We wish you all the best for the holiday season! Thank you for your partnership as we strive to make a positive difference in the quality of life in our region. 

–[ABC Charity]

THIS MONTH’S

FEATURED ARTICLES

‘Tis the season: Three tips for year-end giving

As you gear up for the giving season, it’s more important than ever to keep in mind a few basic reminders—especially with major charitable deduction changes taking effect in 2026. 

Here are three key reminders that remain surprisingly overlooked, even among people who’ve supported [ABC Charity] for many years.

Make gifts of appreciated stock 

Donating long-term appreciated securities continues to be one of the most tax-efficient ways for you to support our organization because it eliminates capital gains tax while allowing a deduction at fair market value. Unfortunately, donors sometimes default to writing a check, missing out on significant tax savings—and this is important particularly after strong market performance in 2025 in many stock positions. [ABC Charity] is happy to receive gifts of appreciated stock—in some cases so that you can achieve maximum benefit before next year’s less favorable tax rules take effect for donors who itemize deductions. 

Remember Qualified Charitable Distributions

Even though Qualified Charitable Distributions have been around for years, many eligible donors remain unaware of them or confused about how they work. Remember, if you are age 70 ½ or older, you can make up to $108,000 in QCDs for 2025. With the new AGI floor and deduction cap taking effect in 2026, QCDs will become even more valuable because they bypass itemized deduction limits altogether. We encourage you to consult your tax advisors.

Watch the calendar

Certain gifts—including QCDs and transfers of appreciated stock—require multiple processing steps and cannot be executed at the last minute. While of course our team moves quickly, it’s best to allow several business days to ensure everything is completed properly. Checks must be postmarked or hand-delivered by December 31, and marketable securities must fully transfer by year-end.

We look forward to working closely together to finish 2025 strong and, if applicable to your situation, get ahead of 2026 tax law changes.

Strengthening our mission: You are our super hero

Year-end giving is one of the most important milestones of the year for many organizations, including [ABC Charity]. Your generosity can sustain both today’s work and [ABC Charity]’s long-term stability. We encourage you to invest in our organization’s future! 

Here are three things to remember as we finish 2025 strong:

You’re part of the full picture of giving

[ABC Charity] thrives because of caring supporters like you who choose to stand behind our mission in so many meaningful ways. Some of you give every December to support our operating budget. Others have strengthened our future by making gifts to our long-term reserves. And many of you have made thoughtful legacy plans through a bequest or retirement account beneficiary designation. Whatever your path, your commitment makes our work possible—and we are truly grateful.

Your gifts create real impact

Because of the generosity of donors like you, [ABC Charity] was able to add two case managers this year, expanding services to nearly 50 additional children. What’s more, charitable gifts allowed us to equip our team with updated technology, saving time on administrative tasks and giving us more capacity for direct, personal support. These are just a few examples of how your giving strengthens our work today and long into the future.

Now is the time!

We welcome your year-end gift in whatever way works best for you. You can give online at [URL], or mail a check to the address below. If you’re considering a gift of appreciated securities—an especially tax-efficient option this time of year—please reach out. 

We appreciate YOU! 

Tips for purpose-driven companies

A new year is right around the corner! If you own a business or serve as a corporate executive, as you look ahead to 2026, you may be facing the possibility that it may be more challenging to navigate the tax laws related to your company’s charitable giving. Here’s why:

–The One Big Beautiful Bill Act (OBBBA) introduced a new 1% taxable income “floor” that corporations must exceed before any charitable contributions become deductible. This means that routine or modest corporate gifts will no longer generate a tax benefit unless they surpass that threshold. Still, most companies want to continue giving! 

–At the same time, the existing 10% cap on corporate charitable deductions remains in place, so companies will need to navigate both limitations together, complicating their giving strategies. Again, most companies want to continue giving, and the [ABC Charity] team is here as a sounding board as you explore ways for your company and its employees to get involved in our mission. 

Fortunately, many companies are trending toward charitable giving and community engagement programs that are based on a well-defined social purpose that is integrated into the company’s business operations and strategy. These companies are more likely to view their philanthropic partnerships as strategic investments rather than simply transactional gifts. 

Here’s why you ought to consider this approach at your own company:

–Various research studies signal that purpose-driven companies can post up to 25% higher revenue and up to 22% higher pre-tax profit than those that don’t focus on purpose.

–Purpose-driven companies view their support of charities as not simply responding to a funding request but as a collaborative opportunity for alignment between the company’s business purpose and community impact.

–Community engagement and charitable giving can help boost a company’s brand and public image; enhance employee engagement, recruiting efforts, and retention; and most importantly, achieve meaningful results in our community where the company’s employees live and work.

As always, lean on the team at [ABC Charity] as a sounding board! We offer a wide range of engagement options for businesses of all shapes and sizes, including making it possible for executives to donate a wide variety of assets. 

We look forward to hearing from you! 

*This material is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation