Conferences & Training

IRS Update 2017

March 21, 2017
2 - 3 :30 p.m. Eastern

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There is seemingly no end in sight when it comes to the IRS updating or changing rules pertaining to charitable giving and nonprofit management.

Led by John Taylor, and moderated by Jon Thorsen and Gail Ferris, this webinar will examine the upcoming changes regarding rules for charitable giving and nonprofit management and will assess what is new as well as what's misunderstood.

Topics include IRA rollover provisions, benefit limits, donor-advised fund and family (private) foundation issues, quid pro quo considerations, what is a gift and what is not, charity auctions, sponsorships and other special events. You are welcome to add to this list by submitting your questions or areas of concern in advance to Please include "CASE Videocast" in the subject line. You will also have an opportunity to submit live questions during the presentation. Every attempt will be made to respond to your question during the session, and if not possible, it will be addressed by email after the video cast.



John TaylorJohn Taylor
John H. Taylor Consulting, LLC

John Taylor is principal for John H. Taylor Consulting. Previously, he was the associate vice chancellor for advancement services and interim campaign manager at NC State University. Prior to that he was principal for Advancement Solutions Consulting Group, a firm he launched in December 2004 focusing on nonprofit infrastructure issues. He has also served as vice president for research and data services at CASE, a position he held from its inception in late 2002. Prior to that he was the director of alumni and development records at Duke University for nearly 15 years. During his tenure as director, Taylor guided Duke's advancement services processes to an industry benchmark of efficiency and accuracy.

His published works include Advancement Services: A Foundation for Fund Raising (2007), CASE Reporting Standards & Management Guidelines (3rd & 4th editions; 2003 and 2009), The Handbook of Institutional Advancement (2000) and Advancement Services: Research and Technology Support for Fund Raising (1999).

Taylor formed one of the largest advancement-related listservs in the world, FundSvcs, now with more than 3,500 subscribers, and a companion website: He has spoken at hundreds of conferences across the country, receiving the CASE Crystal Apple Award for outstanding teaching. He is founder and former president of the Association of Advancement Services Professionals. He received the AASP Jonathan Lindsey Lifetime Achievement Award in 2012.

He consults for educational institutions, foundations and other nonprofit organizations focusing on the areas of systems, policies and procedures, IRS and accounting regulations, board development, alumni relations and general advancement issues. He holds a bachelor's degree in mass communications and socio-political change from Vanderbilt University, and a Certificate in Nonprofit Management from Duke University.


Benefits of Participating
  • Come to understand the key areas of IRS focus.
  • Learn how best to prevent your organization from falling under IRS scrutiny.
  • Gain helpful guidance on how to adhere to regulations and convey important rules to staff.

Who Should Attend
  • Executives, vice presidents and senior directors of advancement services
  • Directors of administration and finance
  • Associate and assistant vice presidents of operations or advancement services
  • Gift accounting/processing/reporting staff
  • Directors of development
  • Fundraising and campaign professionals


$215 members (US); $355 nonmembers (US)

Can't attend at the scheduled time?
You can watch this seminar any time on your computer when you purchase a recording of the event, available through the CASE Store.

Archived Videocast

$255 members (US); $430 nonmembers (US)

Visit the member support center for more information.