Ep. 194 The Biggest Charitable Giving Opportunity You'll Have Before 2026

The window for the most powerful charitable tax strategy of the decade is closing—and 2025 may be the final year to fully capitalize before major tax law changes take effect. In this episode, Patti Brennan sits down with Tim Sylvester of Ren Incorporated to break down why donor-advised funds, appreciated securities, and strategic "bunching" are creating the single biggest charitable giving opportunity affluent families will have before 2026. If you want to maximize impact, optimize deductions, and finish the year strong, this is the episode to listen to.