Keep Your Charitable Momentum Going All Year
It’s easy to focus on giving during the holiday season, but for Wyoming residents with real legacy goals, charitable giving is a year-round strategy- not a year-end panic.
Here at Lubnau Law, we know that effective giving isn’t just about where your money goes; it’s about making sure your generosity works in lockstep with your entire estate plan and tax strategy.
Our friends at Kiplinger recently published a helpful guide on this exact topic, offering smart ways to sustain your giving momentum throughout the calendar year while maximizing tax benefits.
The key takeaway? Strategic tools, like Donor-Advised Funds (DAFs) and the strategic use of appreciated assets, allow you to increase the utility of your tax deductions (which often happens in December) while giving you the flexibility to give when the need arises.
In the article, you will learn:
- Why separating your contribution timing from your grant-making can be a game-changer
- The growing preference among charities for predictable, recurring support
- How smart giving tools ensure your chosen causes- from local nonprofits to national foundations- receive vital, sustained funding
We encourage you to read the full guide to start thinking about a more impactful, strategic approach to your 2026 giving:
Ready to integrate your generosity with your legacy?
Whether you are considering a Charitable Remainder Trust, utilizing a Donor-Advised Fund, or simply want to maximize the tax efficiency of your planned giving, our team at Lubnau Law is here to help.
Contact us today to ensure your generosity leaves the lasting legacy you intend, (307) 682-1313.
Looking for a partner to establish a donor advised fund? Check out the Wyoming Community Foundation.