Maximizing Year-End Tax Strategies for Fundraisers

Recorded On: 11/10/2020

OVERVIEW

The end of the tax year offers many opportunities for educational institutions to boost their annual, major, and planned gift fundraising efforts. But a changing political and economic environment makes it more challenging for fundraisers to take advantage of tax-year-end strategies. When teams take time to understand the opportunities, and then communicate them to potential supporters, it not only helps their organization raise more money, it also helps donors achieve their personal philanthropic goals.

Register now to learn how to leverage tax-year-end giving opportunities to enhance your annual, major, and planned gift fundraising efforts.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Perspectives for understanding how the political and economic climate affects donors
Guidelines for taking advantage of expiring opportunities in the CARES Act
Tactics for leveraging ongoing opportunities in the SECURES Act
Tips for thinking ahead and helping donors plan
Examples from other institutions, and more!

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Sierra Rosen

With over 20 years of experience in educational fundraising, Sierra has led programs at Brown University, Harvard Business School, Northeastern University, and Wellesley College. Her other experience includes work as a Trial Attorney for the Committee for Public Counsel Services. Sierra has an undergraduate degree from Gordon College, an M.S. in Taxation from Northeastern's D'Amore-McKim School of Business, and a J.D. from Northeastern School of Law.