Lifetime Giving and The Annual Exclusion — how you can have a meaningful impact now.

Using the Annual Exclusion — to have a meaningful impact today.

U.S. citizens can give up to $18,000 ($19,000 beginning in 2025) to any one individual/ nonprofit organization each year without it being considered a taxable gift. If you are considering leaving a portion of your assets to charity or members of underprivileged communities, the annual exclusion is a great supplement/ alternative. These lifetime gifts allow donors to see tangible results during their lifetimes. The clock resets each year, making this is one of the best ways to have a meaningful impact in the spaces that matter the most.