As 2026 approaches, major changes to charitable giving rules threaten to reshape how clients give and how planners advise. In this episode of FPA LIVE, we sit down with Ed Rodbro of the American Heart Association, a seasoned charitable estate planning advisor, to break down what’s coming, what stays the same, and how to help clients navigate the new landscape. We walk through what non-itemizers can expect, unpack the new deduction limits and floors for itemizers, and explore emerging trends in charitable strategy. This conversation will help you prepare now and plan smarter giving in the year ahead.

This episode of FPA LIVE is sponsored by the American Heart Association’s Professional Advisor Network. Visit www.heart.org/FPA to join today.