Many people approach a new year with a desire to be more intentional about their charitable giving. The combination of busy lives, changing tax laws, and an ever-growing number of worthy causes can make getting started feel overwhelming. Here are a few simple, thoughtful actions you can take now to bring clarity and confidence to your giving.

Tax Planning 

• Revisit your giving plans: New tax laws effective in 2026 could influence how charitable giving fits into your overall financial plan.  
• Talk with your tax advisors as soon as possible about whether and how the new tax laws might impact your situation. 
• Review your 2025 charitable contributions for tax purposes and to inform 2026 plans 

NCCF Fundholders 

• Ensure your contact information is up to date on the Portal. 
• Confirm your fund includes a succession plan for future advisors or contacts. Contact your Donor Engagement Officer for details.  
• Set goals for your grantmaking in 2026. Your fund’s 2026 amount available to distribute (ATD) is on the Portal for your review. 
• Share legacy giving plans for your fund with your Donor Engagement Officer. 
• Confirm charitable beneficiaries in any insurance policy, retirement or brokerage accounts are up to date with correct name and employer identification number (EIN).  

As you look ahead, remember that you do not have to navigate charitable planning on your own. The NCCF team is here to serve as a trusted partner—whether you are just getting started, refining an existing plan, or thinking about the legacy you want to leave for future generations. Please reach out anytime to ask questions, explore ideas, or take the next step in your giving journey. We are honored to help you turn your charitable intentions into meaningful, lasting impact. 

This article is provided for informational purposes only. It is not intended as legal, accounting or financial planning advice.