Lineweaver Financial Group

If you’re giving to charity the same way you always have, 2026 may be a year to reconsider your approach.

We recently sat down with Stacey McKinely of the Cleveland Clinic to discuss how new tax law changes are reshaping charitable planning for high-income families, executives, and business owners.

In this short video, we cover:

• Why charitable giving is now more timing-sensitive
• How deduction changes may impact your strategy
• When tools like Donor-Advised Funds and Qualified Charitable Distributions may be more effective

The key idea is simple: Giving decisions should not happen in isolation. They should be coordinated with income, taxes, and your broader financial plan.

Watch the video for a clear breakdown of what is changing and how thoughtful planning can make a meaningful difference.

To explore how this fits into your overall strategy, visit lineweaver.net.

Why Charitable Giving Requires A New Strategy in 2026 The rules around charitable giving have changed, and many families have not adjusted their strategy yet.In this conversation, Jim Lineweaver, CFP®, AIF® and ...