Tax Law Changes

As you plan for the future, we wanted to share some important information regarding upcoming changes to U.S. tax laws that may affect your financial planning and charitable giving.

Several new tax provisions are scheduled to take effect in 2026. We have summarized the key points that may be relevant for your conversations with your financial or tax advisor. While the Wisconsin Pharmacy Foundation does not provide tax or legal advice, we are happy to work with you and your advisors to help you achieve your philanthropic goals.

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2026 brings several tax-law changes that could impact how (and when) your charitable gifts deliver the greatest benefit. In this episode, Jordan Richardson, from Ren, walks through Donor-Advised Funds (DAFs) and the 2026 tax law changes that may impact charitable giving—so donors can plan ahead and give with confidence.

We also connect the conversation to WPF’s 2026 Tax Law Changes handout, including the new 0.5% adjusted gross income “floor” on itemized charitable deductions and practical planning concepts like “bunching” gifts through a DAF.