Conferences & Training

Legislative and IRS Update 2019

March 27, 2019
Online
2 - 3 :15 p.m. Eastern



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This is the latest iteration of the legislative and regulatory developments affecting charitable giving, endowments and other issues affecting advancement offices. We'll then delve into the myriad of IRS regulations and restrictions regarding quid pro quos, donor-advised fund and family foundations, donor control, scholarships, non-gifts, and fundraising events.


Speakers

John TaylorJohn Taylor
Partner
Alexander Haas

John Taylor is partner at Alexander Haas. 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: www.FundSvcs.org. 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.


Brian Flahaven
Senior Director of Advocacy
CASE

Brian Flahaven is the senior director of advocacy for the Council for Advancement and Support of Education, the professional association for advancement professionals at all levels who work in alumni relations, communications and development. He directs CASE's government relations activities and tracks federal and state legislative and regulatory issues of concern to CASE members. He also oversees CASE's public college and university foundation and awards programs.

Prior to joining CASE, Flahaven was the manager of government relations and public policy at the Council on Foundations. He also served as the first Public Policy and Philanthropy Fellow at the Council of Michigan Foundations and worked for former Illinois Lieutenant Governor Corinne Wood. He was recently re-elected as Advisory Neighborhood Commissioner for his southeastern Capitol Hill neighborhood in Washington, D.C. He currently chairs Advisory Neighborhood Commission 6B.

 


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.
  • Apply this CASE webinar toward your CFRE credits.


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

Registration

$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

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