➡️Make the most of 2025’s giving season. In this session, National Philanthropic Trust Regional Directors Rhonda Branch and Rudy Flesher walk financial advisors through the trends, tax changes, and strategies shaping charitable planning this year. You’ll learn: ➡️ Why Giving Season drives significant client activity ➡️ What’s changing in 2026 tax policy—and how it impacts charitable deductions ➡️ How donor-advised funds (DAFs) provide flexibility, efficiency, and expanded giving options ➡️ Contribution strategies like bunching, preloading, rebalancing, and donate-and-repurchase ➡️ How to identify clients who are ideal for a year-end giving conversation ➡️ Deadlines for contributions, transfers, and grant recommendations ➡️ How NPT supports advisors with tools, dashboards, and year-end service Whether you’re guiding clients through complex assets or planning for upcoming tax shifts, this briefing gives you the insight you need to lead confident, effective philanthropic conversations. Learn more at National Philanthropic Trust:











