Program

12:00 PM – 1:00 PM ET
Conference Registration
Welcome to D.C.! Stop by the registration desk to check in and pick up your materials.

1:00 PM – 1:10 PM ET
Welcome and Introductions

1:10 PM – 1:25 PM ET
Roundtable Introductions
What do you want to get out of event?

1:25 PM – 1:40 PM
Federal Update

1:40 PM – 2:05 PM ET
New Law and Implications

2:05 PM – 2:20 PM ET
Break

2:20 PM – 2:50 PM ET
Roundtable Discussion
Each group will discuss three questions chosen from the following:

What are you hearing from donors? Are you or your colleagues getting questions about the new law?
How is your school, college, university preparing for year-end giving? Are you doing anything new?
Given the politically polarized environment, how are you communicating with donors on all sides of the political spectrum? Have you done anything to change your approach?
How, if at all, might you incorporate the strain put on institutions by the new tax changes and executive actions into your development strategy?
Looking ahead to 2026, what strategies can you implement early to work with donors navigating new tax policies that impact their giving?
How does your institution engage with donors with donor-advised funds?
How can your institution take advantage of new charitable deduction for non-itemizers?
What resources(s) could CASE provide to help you and your colleagues be prepared for the new law?

2:50 PM – 3:20 PM ET
Roundtable Report Out
Each table briefly reports their answers to each question during a report out.

3:20 PM – 3:30 PM ET
Wrap Up

3:30 PM ET
Workshop Adjourns

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