FREE, PRIVATE PODCAST SERIES
The $1,000 Giving Summit
How To Claim The Tax Break 90% Of Americans Will Miss
This year, up to $1,000 of your giving can now come with a tax break. In this free two-day audio summit, you’ll learn how to use the new 2026 charitable deduction to get the highest return on your generosity and hear from voices across the personal finance world on how they make giving part of their financial plan.
15+ expert podcast sessions with your favorite personal finance pros
Live Q&A with a financial planner to get your questions answered
For Years, 9 Out Of 10 Americans Have Gotten Zero Tax Benefit For Their Donations
That's because claiming a deduction meant going through the extra hassle of itemizing your taxes.But giving back shouldn't mean making your taxes more complicated just to get a tax break.
The good news is, we can change that…
This Is The Giving Conversation Personal Finance Has Been Missing
Over these two days, your favorite finance professionals will help you take the next step and turn your good intentions into a giving plan that you can set and forget.
Here’s what you’ll get when you join the summit:
01
15+ Expert Podcast Sessions Delivered Straight To Your Podcast App
Hear from leading personal finance voices in a private podcast feed you can listen to anywhere. We’ll drop in-depth sessions each day, plus quick stories and giving tips from the people you trust with money advice (early access to the feed starts November 23).
02
A Live Q&A With a Financial Planner To Help You Give Smarter
Bring your questions to a live session with Cody Garrett of Measure Twice Financial. Find out if you qualify for the new deduction, whether to give cash or appreciated assets, how itemizing changes things, and any other answers that help you give with confidence.
03
The FI-lanthropy Calculator & Giving Guide
Learn how giving fits into your FI timeline and choose where your money will do the most good. Once you know your numbers, you’ll be invited to join the $1,000 Challenge alongside the rest of the summit community and turn your new knowledge into charitable action.
THE LINEUP
DAY 01: The Philosophy Of Giving
Day 1 digs into the questions most of us never ask out loud: why giving feels scary, what it adds to our lives, and how to know our dollars are doing measurable good.
Sainte Billings
Ampliara
The New Charitable Deduction: What You Actually Need To Know
A clear, no-jargon breakdown of the new 2026 deduction and what it means for your giving this year.
Pete Adeney
Mr. Money Mustache
You Don’t Have To Give. But You Might Like It.
MMM shares how he chooses where to give, when to start giving on the path to FI, and how to start small and feel good about it.
Larissa MacFarquhar
Author of Strangers Drowning
Why Being Generous Scares Us: The Problem With Do-Gooders
Why people who give a lot often make the rest of us uncomfortable, and what that reveals about your own hesitation.
Julia Myers
Generational Wisdom
Beyond Inheritance: Building A Meaningful Legacy
How to think about legacy as more than what you leave behind, and how giving can be part of it now.
Lara Aknin
Professor of Social Psychology and Editor of the World Happiness Report
Does Giving Make You Happier?
What the research says about generosity and happiness, and how to give in ways that feel good.
James Rayton
Giving What We Can
The Index Funds of Giving
How to choose charities the way you choose investments: low cost, high impact, and backed by evidence.
Caroline Teti
GiveDirectly
What $1,000 Can Do If You Give Directly
A real-world look at what happens when a $1,000 gift goes straight to people living in poverty.
PLUS: Short Sessions In The “Why I Give” Series
What Is Enough?
Katie Gatti Tassin, Money with Katie
FI-lanthropy Is a Muscle
Doug Nordman, Military FI
DAY 02: Giving In Action
Day 2 is all about action. You’ll learn how to build giving into your portfolio, protect your plan through market swings, and pick up quick tips you can use right away.
Frank Vasquez
Risk Parity Radio
Donate More With A Purpose-Driven Portfolio
What if your safe withdrawal rate just moved from 4% up to 5-6%? How to structure your portfolio so it supports both your financial security and your giving goals.
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Aubrey Williams
Open Path Financial
Give With Confidence Using Market-Based Guardrails
How to set giving guardrails that adjust with the market, so you can give consistently without second-guessing.
PLUS: Short Sessions In The “Giving Tips” Series
Donate Appreciated Assets
Dan Hageman, 10% Pledge-Taker
The Family Giving Meeting: A Tradition Worth Sharing
Jim Dahle, The White Coat Investor
Why I Love Daffy
Bill Yount, Catching Up to FI
How to Find $1,000 in One Hour
Monica Scudieri, Grab Your Slice
Why Generous People Still Feel Stuck
Karina Pribil-Corbett, Emotionally Invested
BONUS: Live Q&A with Financial Planner Cody Garrett
from Measure Twice Financial
Bring your questions to a live Q&A on the new deduction and other tax strategies for generous people.
Meet your host Rebecca Herbst
I reached financial independence at 32. When I hit my FI number, I realized I could start giving more of it away.
That’s why I founded Yield & Spread, a 501(c)(3) nonprofit that teaches people to build wealth and give it with purpose. I created the FI-lanthropy Pledge, I’ve talked about personal finance and giving on ChooseFI, Mad Fientist, and CampFI, and now I’m bringing the personal finance world together to do good, for the first time ever.
AS FEATURED ON
Make Generosity A Permanent Line Item
BY THE END OF THIS SUMMIT, YOU'LL...
Understand how to move past risk aversion and make giving a habit
Know what "enough" looks like for you and how much you can comfortably give
Know how to claim the new 2026 charitable deduction and whether it applies to you
Choose charities the same way you choose investments, based on evidence and impact
Have a strategy to keep giving through market highs and lows
Feel confident that your money is going where it does the most good
THIS SUMMIT IS FOR YOU IF...
You’ve reached financial independence (or you’re on your way) and want your money to mean more
You want to give more but worry about what it’ll mean for your future
You take the standard deduction and want to make the most of the new tax break
You itemize but want smarter strategies for charitable giving
You’re curious about high-impact giving and want to know where your dollars go furthest
You want to make generosity a regular value, not just a year-end decision
WE'RE DOING THIS NOW BECAUSE
In 2026, You Can Be Rewarded For Your Generosity
Starting this tax year, there’s a new deduction built for regular taxpayers: donate cash to qualified public charities, and up to $1,000 ($2,000 for married couples) comes off your taxable income.
This requires no itemizing, accountant, or fine print gymnastics, and it works for the 90% of us who take the standard deduction.
For the first time in years, giving is easy and rewarded for the people most able to do it. At this summit, I’ll show you exactly how to use it.
P.S.
Itemizing instead of taking the standard deduction? No worries! Everyone and anyone can take part in the summit.
The $1,000 Giving Challenge
Good intentions are easier to act on when you’re not doing it alone.
The new deduction lets most Americans write off up to $1,000 in donations (or $2,000 for couples), so we’re challenging everyone in the summit community to give what they can before December 31, turning a tax break into momentum for the causes you care about.
The IRS Is Finally Rewarding Generosity.
Your Chance To Take Advantage Ends December 31st.
Two days of sessions from the most trusted voices in personal finance and giving, a live tax Q&A, and the tools to put it all into action. This year, you don’t have to choose between taking care of your future and making a difference.
Join the summit for free and leave with a plan to do both.
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