There are some significant shifts coming to charitable giving rules, but many donors haven’t heard a thing about them.
Beginning with the 2026 tax year, new deduction limits and opportunities will change how both itemizing and non-itemizing donors approach their giving. For those working with donors every day, this moment creates a real opportunity to walk alongside them and help them give in the most meaningful, effective way possible.
So let me ask you: Are you ready to talk with your donors about these changes? These conversations don’t need to be complicated or intimidating. When we come prepared and stay focused on the donor’s heart and goals, these discussions actually deepen trust and strengthen the relationship.
Here’s a quick breakdown of what’s changing:
Remember: this isn’t about becoming a tax expert. It’s about being a trustworthy guide so donors can gain clarity and feel supported as they make decisions that reflect their values.
Here are five Veritus-aligned strategies and dialogue starters to help you enter these conversations with confidence and care:
1. Segment your communication by donor type
For major/itemizing donors:
“Given the upcoming changes in deductions, if you’ve been planning a significant gift, this year may offer a greater tax advantage. I’d be glad to talk through timing, appreciated assets, or bunching strategies that might benefit your 2025 giving plans.”
For mid-level donors or standard-deduction givers:
“Even if you don’t itemize, new rules may shift when and how it makes sense to give. We can look at your giving goals and consider whether adjusting timing could support both your impact and your financial strategy.”
2. Lead with mission, then talk about taxes
Donors give because something about your mission moves them.
Start with: “Here’s what your gift will make possible.”
Make tax benefits the secondary piece to you conversation—not the driver.
3. Frame timing as an option, not pressure
Nobody likes to be told they have to give during a certain month or by a certain deadline. All you can do is provide information and let your donor choose what’s best for them.
“Because the rules change in 2026, some donors find it helpful to give this year or plan ahead for early next year. Whatever fits your personal financial approach and still advances the mission is what matters most.”
4. Offer options and flexibility
Share different ways donors can approach this moment, including:
This helps donors feel that they have choices, not expectations.
5. Be clear about your role
Transparency builds trust.
“We’re not tax advisors, but we want to make sure your giving aligns with your goals. Would you like to set up a time to explore the best approach for your philanthropy this year or early next year?”
These tax changes are not something to fear. They’re a chance to build even stronger donor relationships. When we show up as partners to listen deeply, ask thoughtful questions, and respect the donor’s goals, we reinforce what we’ve been saying for years: This work is about caring for donors, not just securing gifts.
As you prepare for year-end and the year ahead, remember: your donors want to make an impact, and you can help them do that with confidence.
If you want help planning donor conversations, segmenting your portfolio, or training your team, Veritus is here to support you. Use the links above for more information and clarity. Let’s walk through this season of change together and keep donors at the center of everything we do.