November is the month of gratitude and the beginning of the season of giving. So for this month’s installment of the 2026 Financial Planning Challenge, Robert Brokamp and Stephanie Marini discuss tax-smart ways to give to charities – and how to gift investments to family members, because nothing says “I love you” like compounding growth.
Topics covered:-New rules for 2026 about deducting charitable contributions-The benefits of donating appreciated investments, and how to do it-The benefits of donor-advised funds and qualified charitable distributions-The tax consequences of giving money or investments to friends or relatives-Three non-profits to consider supporting: CURE Childhood Cancer (<a href="http://CUREchildhoodcancer.org">CUREchildhoodcancer.org</a>), Together We Bake (<a href="http://Togetherwebake.org">Togetherwebake.org</a>), and the Fool Community Foundation (<a href="http://Foolfoundation.org">Foolfoundation.org</a>)
Host: Robert Brokamp, CFP®, EAGuest: Stephani Marini, CFP®, CRPC®Engineer: Bart Shannon


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