Where Generosity Meets Strategy: Year-end Giving, Tax Law Changes, Complex Gifts and Family Philanthropy

Episode 5: Where Generosity Meets Strategy: Year-end Giving, Tax Law Changes, Complex Gifts and Family Philanthropy

A timely conversation on year-end giving, smart philanthropy, and how thoughtful generosity can create real impact — for both the community and the giver.

Show notes

As the year comes to a close, generosity takes center stage — but impactful giving is about far more than writing a check.

In this episode of Bold Voices, host Ellen Jaffe sits down with Kelly Marmol, Vice President of Philanthropic Services at the Community Foundation of Broward, to unpack what donors need to know about year-end giving, donor-advised funds, legacy planning, and upcoming tax law changes that could significantly affect charitable impact.

Kelly explains why nearly a third of all charitable giving happens in the final weeks of the year, how new tax rules may change the way people give starting in 2026, and why now is a critical moment for donors to plan strategically. The conversation also explores how philanthropy strengthens families across generations, how complex gifts like stock or real estate can unlock greater impact, and why values-based giving leads to deeper fulfillment.

Most importantly, this episode reveals how thoughtful philanthropy doesn’t just benefit nonprofits — it changes lives, builds community, and reflects a belief at the heart of the Community Foundation of Broward: when we lead with love, generosity becomes transformational.

Contact Kelly Marmol directly at kmarmol@cfbroward.org or 954-761-9503 And visit www.cfbroward.org for more details.

Hosts


Guests

Ellen Jaffe

Ellen Jaffe

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Kelly Marmol

Kelly Marmol

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