Maximize Charitable Contribution Now If You Itemize Deduction

For 2026, the first 5% of AGI of charitable contribution will be excluded from itemized deduction.  For example, if one's AGI is $100,000, the first $500 of charitable deductions will be excluded.

If possible, make charitable deductions planned from 2026-2028 in 2025.   One option is to create donor advised fund to cover 2026-2028 charitable contributions and take the itemized deduction in 2025.

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This is not financial nor tax advice. Please consult a professional advisor.

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