The new tax law is shaking up charitable fundraising, especially for nonprofits that depend heavily on upper-middle-class donors.
For some of the wealthiest Americans, giving has gotten even better.
Learn from veteran nonprofit fundraisers and other experts on how the law has changed, how it hasn’t, and the techniques you can put to work right away to make sure your organization thrives.
We’ll show you how to:
Combat misinformation about the charitable deduction’s status
Point donors to the types of donations that still have strong tax advantages
Help donors understand the value of your organization’s work over the value of tax breaks
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Sheryl Aikman, Vice President, Development, The Community Foundation of Western North Carolina
Sheryl leads development of a $307 million foundation serving an 18-county region in North Carolina. Sheryl has served in multiple national leadership roles for the community foundation field, including as a peer reviewer for National Standards for U.S. Community Foundations™ accreditation. She is active in the North Carolina Planned Giving Council and the Land of Sky Estate Planning Council.
Greg Sharkey, Sr. Philanthropy Advisor, The Nature Conservancy
Greg assists donors with a wide range of issues related to their philanthropy with The Nature Conservancy and their other charitable priorities. This includes helping donors consider their charitable goals and counseling donors on the most effective and tax-efficient means to achieve those goals. This often includes discussion of various non-cash assets and vehicles that help donors make the best gifts for them based on their unique personal circumstances. He also advises donors on the creation and/or effective use of Donor Advised Funds and Private Foundations.
Robert Sharpe, Chairman, The Sharpe Group
Robert consults nationally with educational, health, social service, arts and religious organizations and institutions in the planning and implementation of their major, planned gift and endowment development efforts. He also served as a development officer for a liberal arts college prior to practicing law with a major law firm specializing in taxation and estate planning.
Megan O’Neil, Reporter, The Chronicle of Philanthropy
Megan writes about federal policy, leadership and management, and nonprofit finance. Prior to that, Megan reported on the intersection of technology and education at its sister publication, The Chronicle of Higher Education.