Brian Flahaven and John Taylor return to cover one of the most sought-after presentation topics. This discussion will deeply dive into the industry's critical gift acceptance issues. It will begin with an update on the latest tax bills. Brian will also let us know about proposed legislation that may impact giving.  In particular, Brian will share his thoughts on the "new" political landscape given the outcome of the November elections.

John will then lead a discussion on the often-overlooked issue of State charitable registration requirements. He will then dig into giving through donor-advised funds and private (family) foundations. Coupled with this, we will discuss donor benefits associated with gifts.  Time will be reserved to ask questions on any IRS or legislative matter that might keep you up at night!

CPE Credit Information

Learning Objectives:

1. Gain an updated perspective on the impact of the recent national elections on charitable giving laws; review current regulations that impact charitable giving; and put a finger on the pulse of what else is going on in Washington
2. Discover the ins and outs of State charitable solicitation regulations that impact all fundraising programs.
3. Review the current status of IRS rules covering donor-advised funds and what can and cannot be done with those gifts related to pledges and donor benefits.

How to Access

This is a live webinar occurring November 30, 2022 from 2-3:15 p.m. ET. You can find the webinar and add it to your calendar from the CASE learning Center here.