Ep. 75 - Taxes, Philanthropy, and Donor Intent in the Next Administration


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Nov 19 2024 49 mins   1

With the 2017 tax cuts about to expire and major leadership changes in the executive and legislative branches coming in January, now is a critical time for the future of philanthropy. Reforms to the tax code and IRS regulations about charitable giving will affect not only your tax bill and deductions but also the future of donor privacy, donor intent protection, and key considerations for estate planning.

To think ahead about what's in store for conservative and libertarian charitable givers, DonorsTrust recently held a webinar conversation with three experts to explore coming policy changes. This episode of Giving Ventures brings that discussion to you. In the episode we hear from:


  • Stephen Moore, an economist and advisor to President Trump. Steve was a key voice behind the scenes when Republican lawmakers drafted the 2017 Trump tax cuts and offers an inside look into what is likely to come in the second Trump administration.

  • Christie Herrera, President and CEO of Philanthropy Roundtable, the nation’s leading network for conservative givers. Christie's work gives her a close-up view to the myriad proposals in Congress and the IRS that would significantly alter philanthropic giving.

  • Michael Whitty, a seasoned expert in estate tax law and planning and partner at Smith Gambrell & Russell LLP in Chicago. Michael gives a view to the estate planning tools we can use as we consider possible changes to the tax code.