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High-net-worth couple reviewing philanthropic giving strategy with wealth advisor, warm gold office interior, professional photography

Donor-Advised Funds in the OBBBA Era: Why Charitable Bunching Is Now a Wealth Preservation Priority

May 27, 2026

OBBBA cut the value of charitable deductions for top earners in 2026. Why donor-advised funds and bunching now anchor wealth preservation for HNW clients.

Browsing: charitable giving

Donor-Advised Funds in the OBBBA Era: Why Charitable Bunching Is Now a Wealth Preservation Priority

Private Credit’s Liquidity Reset: How Advisors Are Repositioning the Sleeve in Mid-2026

Choreo’s SpaceX Win: $5 Billion in Employee Wealth at 0.5% and What Every RIA Must Learn

Active ETFs Hit a Record $245 Billion in Q1 2026 — and 146 Quietly Closed Last Year. The Survivorship Trap Advisors Keep Missing

Family Offices After OBBBA: The Section 162 Test That Decides Whether Millions in Costs Are Deductible

Buffer ETFs Cross $80 Billion: What the 15% Floor Actually Costs Advisors in 2026

The GRAT Comes Back: Why a Permanent $15 Million Exemption Makes the Freeze Play Smarter in 2026

Vanguard and TIAA Put a Pension Back Inside the 401(k): The In-Plan Lifetime Income Push of 2026

Switzerland’s $20 Billion Capital Demand Lands on UBS Just as It Bets on a US Wealth Turnaround

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