What’s New in Washington?
How would the Biden Administration’s infrastructure and tax plans affect your institution? Will Congress further expand the charitable deduction or limit it? And is IRS guidance forthcoming on how to treat pledge payments from donor-advised funds?
Go deep on the latest legislative and regulatory developments affecting charitable giving, endowments, foreign gifts, and more during this live seminar. Additionally, attendees will learn about IRS regulations and restrictions regarding quid pro quos, donor-advised fund and family foundations, donor control, scholarships, non-gifts, and fundraising events.
Presented by: Brian Flahaven, Vice President, Strategic Partnerships, Council for Advancement and Support of Education and John Taylor, Principal, John H. Taylor Consulting LLC
You will learn how to:
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Inform donors and other key stakeholders of key federal policy developments that may impact their giving decisions in 2021
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Prevent your institution/organization from falling under IRS scrutiny
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Adhere to regulations and learn about new IRS regulatory developments
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Convey important rules and updates to staff
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Stay informed and engaged on the latest legislative and regulatory developments affecting giving throughout the year
Meet the Speakers:
Brian Flahaven
Brian Flahaven is vice president, strategic partnerships for the Council for Advancement and Support of Education (CASE), the professional association for advancement professionals at all levels who work in alumni relations, communications, and development. Brian also directs CASE’s government relations activities and tracks federal and state legislative and regulatory issues of concern to CASE members; as well as overseeing CASE’s public college and university foundation programs.
Prior to joining CASE, Brian 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.
Brian received his bachelor’s degree in political science, economics and history at the University of Illinois at Urbana-Champaign and his Master of Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan.
In 2016, Brian earned the designation of Certified Association Executive from the American Society of Association Executives. From 2011 to 2016, Brian served as an elected Advisory Neighborhood Commissioner representing the southeastern Capitol Hill neighborhood in Washington DC.
John Taylor
John is the Principal of John H. Taylor Consulting, LLC, an independent advancement consulting practice. He has served in various consulting capacities since 1994. John served as Associate Vice Chancellor for Advancement Services and Interim Campaign Manager at North Carolina State University. He previously was the Vice President for Research and Data Services at CASE. Before that, John was the Director of Alumni & Development Records at Duke University for nearly 15 years. He holds a BA in Mass Communications and Socio-Political Change from Vanderbilt University and a Certificate in Nonprofit Management from Duke University.
John formed one of the largest advancement-related listservs in the world, FundSvcs. He has spoken at hundreds of conferences internationally, receiving the CASE Crystal Apple Award for outstanding teaching. John is a founder, member, and Former President of the Board of the Association of Advancement Services Professionals (aasp). He received the aasp Jonathan Lindsey Lifetime Achievement Award in 2012. CASE distinguished John as a CASE Laureate in 2019. John was the editor for all three editions of the CASE Advancement Services book (the 4th edition is due out in 2022/23) and served in various editorial capacities for the 3rd & 4th editions of the CASE Guidelines and the 1st edition of the CASE Global Reporting Standards, published in 2021. John resides in Durham, NC, with his wife and children.