Download the Free 2026 Heart Health Giving Guide

Tax-smart ways to support heart health in 2026

Charitable giving rules changed this year. A free 8-page guide to what's different and which options may fit your goals.

• What changed in 2026 — new deduction rules and a higher IRA giving limit
• Seven giving options compared, with clear next steps for each
• A checklist to bring to your advisor

Most useful if you're 70½ or older, have a donor-advised fund, hold appreciated stock, or are thinking about a gift in your will.

Tax-smart ways to support heart health in 2026

Charitable giving rules changed this year. This free 8-page guide walks through what's different and which giving options may fit your goals — before you talk to your advisor.

What's inside

• What changed in 2026 — the new non-itemizer deduction, the 0.5% AGI floor for itemizers, and the increased IRA charitable distribution limit, summarized on a single page
• Seven giving options compared side by side — what each one accomplishes and which advisor to raise it with
• The details your advisor or DAF sponsor will ask for — our EIN, mailing address, grant designation, and sample bequest language, ready to hand over
• A 17-question checklist to take into your next conversation with your tax, legal, or financial advisor
• Clear next steps for IRA distributions, stock transfers, and planned gifts

Who it's for

This guide will be most useful if you:

• Are age 70½ or older and hold a traditional IRA
• Have a donor-advised fund and are deciding where to recommend grants
• Hold appreciated stock you're considering donating instead of selling
• Are thinking about a gift through your will, trust, or a beneficiary designation
• Want to honor someone you love through a tribute or memorial gift

You don't need to have made any decisions yet. The guide is written to be read before the conversation with your advisor, not after.