Category: Philanthropy

The One Big Beautiful Bill Act (OBBBA) was passed by Congress and signed into law on July 4th, 2025. This new tax law is set to reshape charitable giving rules beginning in 2026. While many of the changes appear subtle, their impact could be significant—especially for families who regularly donate to charity. With just weeks [...]

In this article (read below or download here): Getting started with a multi-generational philanthropy tradition How donor-advised funds (DAF) offer both flexibility and tax advantages Building a legacy with a family foundation How Charitable Lead Trusts (CLTs) can play a role in family giving The most significant thing we can pass on to the next [...]

As we near the end of the year, it’s time to wrap up year-end charitable giving. To ensure that your gift donations are processed by year-end, please follow the deadline guidelines below provided by Schwab and Fidelity for your brokerage accounts. Schwab Year-End Gifting Deadlines Type of gift/contribution Deadline requirement for 2025 tax deduction Mutual [...]

For Coldstream, giving back to the community is a core part of who we are as a firm, and we know how important philanthropy is to our clients and friends. We are connected to so many organizations and non-profits that are doing incredible work, and are honored to be part of this amazing community that [...]

Attention, Charitable Givers! The recently passed One Big Beautiful Bill Act (OBBBA) is reshaping how Americans approach charitable giving—especially among retirees. While the legislation introduces a modest above-the-line charitable deduction for non-itemizers, it limits the benefits of itemizing charitable gifts, which particularly impacts higher-income households. In this shifting landscape, Qualified Charitable Distributions (QCDs) are gaining [...]

Wealth is more than just money—it’s about security, opportunities, and legacy. But preserving and growing that wealth across generations requires a proactive plan. Enter the family wealth charter, a personalized document that lays out your family’s financial goals, values, and a structure for decision-making. It’s not just about handling assets, but about ensuring everyone in [...]

If you’re reading this article, it’s likely you are charitably inclined, value giving back to the community, and attend fund-raising events for the causes most important to you. Now picture this… you are sitting at a table for your favorite annual gala – the time has come to fill out your donation form and write [...]

The long warm summer we’ve enjoyed in the Pacific Northwest is officially transitioning into fall. With the cooler temperatures and changing leaves, our thoughts turn toward the holidays, gift giving season, and how we can make an impact in our community before the year is over. When it comes to making a charitable impact through [...]

A Donor Advised Fund (DAF) is a great way to manage donations to your favorite causes while optimizing your tax advantages. With a DAF, you can take a current tax deduction as you pre-fund your future gifts to charities.  Also known as a “Charitable Gift Fund,” the account is managed by a public charity, but [...]