On January 1, 2026, most of the provisions of the One Big Beautiful Bill Act took effect. This legislation that was passed last summer extended the prior tax laws that were scheduled to “sunset” at the end of 2025 and added and modified additional provisions to benefit millions of seniors, children, working families and those who support charities.
Sharpe Group has two valuable resources to help you explain to donors and advisors the impact of tax reform on their charitable gifts: the “2026 Personal Planning Guide” (for donors), and the “2026 Federal Tax Pocket Guide” (for advisors and selected donors).
A few of the ways you can use “2026 Personal Planning Guide”:
■ As an insert in gift acknowledgments.
■ As leave-behind material when donors express interest in tax reform.
■ As an educational tool for all executive and senior program staff.
Ways you can use the “2026 Federal Tax Pocket Guide”:
■ As a mailing to attorneys, trust officers, financial planners, accountants and other influencers.
■ As response information for high-net-worth donors.
■ As part of a targeted mailing for major and planned gift proposals.
The 2026 “Personal Planning Guides” and “Federal Tax Pocket Guides” are available now. These guides, along with all of the titles in our gift planning library, are available to be personalized and ordered online. Get started here.
