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September 17, 2025

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.

Chief Planning Officer Jeffrey Levine cuts through the noise and highlights 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.

In this session Jeff covers:

  • 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.

The information provided is educational and general in nature and is not intended to be, nor should it be construed as, specific investment, tax, or legal advice. This reflects the opinions of Focus Partners or its representatives, may contain forward-looking statements, and presents information that may change. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future.

Services are offered through Focus Partners Advisor Solutions, LLC (“Advisor Solutions”) and Focus Partners Wealth, LLC (collectively referred to in this document as “Focus Partners”), SEC registered investment advisers. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of the RIAs or their representatives. ©2025 Focus Partners Wealth, LLC and Focus Partners Advisor Solutions, LLC. All rights reserved. RO-25-4750263 

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About the Author

Jeffrey Levine

Chief Planning Officer

Clients 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.
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