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.
Planning a year-end gift? Key 2026 deadlines
- IRA charitable gifts (QCD) — funds must leave your IRA by December 31.
- Stock and appreciated securities — transfers must settle by December 31, so start by early December.
- Donor-advised fund grants — recommend by mid-December so the grant is processed in time.
The guide covers each of these in detail. Questions? Call us at 818-865-1100.
The Heart Foundation is a 501(c)(3) public charity, tax ID #45-0471117. Educational only — please consult your own advisor.
