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Donor guide · Tax year 2026

How much can you deduct in 2026?

The rules changed on January 1. Four numbers now decide what your giving is worth, whether you itemize or not.

Case file·MFJ·AGI $200,000·$10,000/yr

Rules in the abstract tell you nothing. So this page follows one household through every rule and totals their file at the end. Halfway down, a calculator reruns the whole page on your numbers.

The 2026 limits, at a glanceStatute-sourced

Cash to public charities
60% of AGI §170(b)(1)(G) · PERMANENT
Appreciated stock to public charities, held over a year
30% of AGI §170(b)(1)(C)
Without itemizing · cash only
$1,000 / $2,000 joint §170(p) · NEW
Itemizers · nothing deductible below
0.5% of AGI §170(b)(1)(I) · NEW
Door one · The standard deduction household

Your gifts finally count. One rule decides which ones.

The new deduction sits on top of your standard deduction: up to $1,000 on a single return, $2,000 filing jointly. It is permanent law, and there is no income phase-out.

It is also narrow: the gift must be cash, given directly to a public charity.

Age 65 or older? A separate deduction of up to $6,000 per person (tax years 2025 through 2028) stacks on top at either door. It shrinks above $75,000 of income single / $150,000 joint, and is not available to married taxpayers filing separately.

The one rule · what qualifies§170(p)

CountsCash, check, or card given directly to a public charity. TEEI qualifies.
Does notStock or property. Gifts to donor-advised funds, supporting organizations, or private foundations.
No carryAmounts above the cap do not carry forward to next year.
Case file · If they stay at door one
$10,000 given, $2,000 earns a deduction. The other $8,000 earns nothing here. The flip below fixes that, and it works even if this is your door.
+$2,000
Door two · Rule one of three

The floor takes the first $1,000. Every single year.

Starting in 2026, only giving above 0.5% of your adjusted gross income is deductible. Give steadily every year and the floor cuts every year; the loyal, modest donor is exactly who it hits hardest.

Carryforwards from before 2026 are not subject to it. And there is a legal way around it entirely: the flip, two rules down this page.

The household's $10,000 gift, 2026§170(b)(1)(I)

DEDUCTIBLE$9,000THE FLOOR · 0.5% OF AGILOST · EVERY YEAR$1,000THE GIFT · $10,000
Door two · Rule two of three

The ceilings still stand at 60% and 30%. At $10,000 a year, they are nowhere near you.

Cash gifts to public charities stop counting above 60% of AGI (now permanent law); appreciated stock above 30% of AGI. Give past a ceiling and the excess carries forward up to five years. Here is the household's whole ruler:

The ceilings, drawn to scale§170(b)(1)(C) · (G)

THEIR GIFT · $10,000STOCK CEILING · $60,00030% OF AGICASH CEILING · $120,00060% OF AGIAGI · $200,000
Rule three · the 35¢ cap In the 37% bracket, each deduction dollar is now worth at most 35 cents. Example from the Journal of Accountancy: a donor with $1,000,000 of income giving $100,000 saved $37,000 in 2025; under the new floor and cap together, $33,250 in 2026. Below the top bracket, including this household, it changes nothing. §68
Case file·Three years · Two strategies

Same generosity. One timing change. $10,800 more deducted.

Here is the flip the new floor creates. The household plans $30,000 of giving over three years. Given annually, itemizing never beats their standard deduction, and the floor bites every year. Given all at once, the math flips.

StrategyYear oneYear twoYear threeThree-year deductions
Give $10,000 each yearstandard deduction wins every year $34,200std + $2,000 gift line $34,200std + $2,000 gift line $34,200std + $2,000 gift line $102,600
Give $30,000 in year oneitemize once, then standard $49,000itemized · floor cuts once $32,200standard $32,200standard $113,400

A donor-advised fund makes this practical: take the whole deduction in year one, grant the money to charities on your own schedule. The floor is cleared once instead of lost three times.

+$10,800More deducted · Same $30,000 given

Arithmetic, so you can check it: itemizing year = $20,000 other deductions + ($30,000 − $1,000 floor) = $49,000. Annual path = $32,200 standard + $2,000 non-itemizer line each year. At a 24% marginal rate the flip is worth about $2,600 in tax. Your numbers will differ; the mechanics will not.

The instrument

The same math, on your numbers.

Your file·Nothing leaves this page

Four inputs, and the page reruns itself on your file: your door, your floor, and what bunching three years of giving would change.

Inputs · Tax year 2026

$
$
$

Enter your other Schedule A deductions as already capped (state and local taxes have their own cap). The senior deduction (65+, up to $6,000 per person) stacks on top of either door and does not change this comparison. Runs entirely in your browser.

Your resultDOOR ONE · STANDARD

Your floor0.5% of AGI · itemizers only$1,000
Best deduction, giving annuallystandard + gift line$34,200
Year one if you bunch 3 yearsitemized, floor cut once$49,000

+$10,800

More deducted over three years by bunching

The file, closed

Three years, settled. Then two upgrades most donors miss.

The receipt on the right is the bunched strategy from above, totalled. Below it, the two moves that beat even this plan:

Give stock, not cash§170(b)(1)(C) Appreciated shares held over a year deduct at full market value, and the capital gain is never taxed. The 30% of AGI ceiling applies.
Over 70½? Use the IRAIRS NOTICE 2025-67 A qualified charitable distribution, up to $111,000 in 2026, goes straight from your IRA to the charity. It never touches your income: no floor, no cap, no itemizing question at all. Gifts to donor-advised funds do not qualify.

Case file · Final2026 to 2028

Year one, itemized$20,000 deductions + $30,000 gift − $1,000 floor$49,000
Year two, standard deduction$32,200
Year three, standard deduction$32,200
Three-year deductions$113,400

vs $102,600 giving annually · every figure verifiable above

Whatever the strategy: the paperwork, by gift size

Any cash gift

Bank record

No record, no deduction, at any amount.

$250 or more

Charity letter

Written acknowledgment, in hand before you file.

Property over $500

Form 8283 · A

See our complete Form 8283 guide.

Property over $5,000

Appraisal + 8283 · B

Qualified appraisal; publicly traded securities exempt.

Still filing 2025? · Extensions run to October 15

Your 2025 return runs on the old rules.

No floor applies, and there is no deduction without itemizing. The "$300 non-itemizer deduction" some sites still list expired after 2021; nothing replaces it until tax year 2026.

Cash to public charities60% of AGI
Appreciated stock30% of AGI
Standard deduction, single / joint$15,750 / $31,500
Non-itemizer deductionNone
Common questions

Can I deduct donations if I take the standard deduction?

In 2026, yes: up to $1,000 ($2,000 filing jointly) in cash gifts to public charities. On your 2025 return, no.

Do the 60% and 30% ceilings stack?

They interact. Cash uses the 60% ceiling and appreciated property the 30% ceiling, with the combined result governed by the Publication 526 worksheet. Giving both in one year? Run the worksheet or ask your preparer.

Is bunching allowed?

Yes. Choosing when to give is ordinary tax planning. You are changing the timing of your gifts, not their substance.

Can I deduct my volunteer time?

No. Time and services are never deductible; out-of-pocket costs directly tied to volunteering can be.

The Educational Equality Institute · 501(c)(3) public charity

The math is done. The gift is the easy part.

TEEI is a public charity: cash gifts deduct up to 60% of AGI, stock at full market value up to 30%. Whatever you give, we send the written acknowledgment your file requires. Every time.

This guide describes federal income tax rules in general terms. TEEI does not provide tax, legal, or accounting advice, and nothing here is advice for your situation. State rules differ, and the IRS has not yet issued full regulations for every 2026 provision. Verify amounts against IRS Publication 526 and consult a qualified tax professional before acting.