Lifetime Giving and The Annual Exclusion — how you can have a meaningful impact now.

Using the Annual Exclusion — to have a meaningful impact today.

U.S. citizens can give up to $18,000 ($19,000 beginning in 2025) to any one individual in a given year without such amount being considered a taxable gift. If you are considering leaving a portion of your assets to charity, or members of underprivileged communities, the annual exclusion can be great way to see tangible results during your lifetime. The clock resets each year, so this can be a great way for the charitable minded to make a meaningful impact today.