September 10th, 202512:00 PM CDT
September 10th, 2025 | 12:00 PM CDT
Virtual
The One Big Beautiful Bill Act's Impact on Charitable Planning
Since its passage on July 4, the One Big Beautiful Bill Act (OBBBA) has dominated headlines, sparking conversation across the charitable sector about its potential impact on philanthropy and nonprofit funding. While the bill extends several key provisions of the Tax Cuts and Jobs Act (TCJA)—originally set to expire at the end of 2025—it also introduces new tax measures that could influence donor behavior, charitable giving strategies, and long-term planning.
Join Chief Planning Officer Jeffrey Levine for a focused session designed for charitable organizations and those who work closely with donors. This webinar will cut through the noise and highlight the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead. We’ll cover:
- Tax planning changes: Potential implications for charitable giving.
- Estate and legacy giving considerations: How the OBBBA could shape planned giving strategies.
- Broader implications for nonprofits: From fundraising conversations to year-end appeals and beyond.
Register Now
Featured Speakers
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Learn more about JeffreyClients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
Other Upcoming Events
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September 25th, 2025 | 11:30 a.m. CT
Virtual
Should You Have a Trust?
Join Chief Planning Officer Jeffrey Levine, who will break down the basics so you can better understand if a trust might be the right fit for your estate plan.
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October 16th, 2025 | 11:00 a.m. CT
Virtual
Proactive Planning for Aging and Longevity: Top 10 Considerations
As lifespans increase, thoughtful planning is more important than ever. In this Focus Partners Wealth Lifestyle Services webinar, Aging Life Care Director Joan Garbow will highlight the top 10 considerations for aging well and maintaining a healthy, empowered lifestyle in your elder years.