Maximizing Tax-Year-End Fundraising Strategies

Includes a Live Event on 11/10/2020 at 11:30 AM (EST)

  • Register
    • Early bird pricing available!
    • Non-member - $295
    • Member - Free!
    • Regular Price after 10/24/2020 3:00 AM
    • Non-member - $345
    • Member - Free!

Save $50 off the regular price of $345 when you register by 10/23/20 | AGN Members are FREE!


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


  • 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!


  • One log-in to the LIVE webinar; invite your entire team
  • Link to watch a recording of the webinar following the live event
  • Your questions answered by an expert
  • Copies of the presentation materials and resources
  • Eligible for 1.25 points of CFRE credit
  • AGN Members get FREE webinar registration. Click here to learn more.

Prefer to pay by check? Complete this form and we'll send you an invoice.

Sierra Rosen

Executive Director of Planned Giving, Brown University

Sierra Rosen is the Executive Director of Planned Giving at Brown University, where she oversees the planned giving team for the institution. With over a decade of experience in planned giving, she previously ran programs at Harvard Business School, Northeastern University, and Wellesley College. In addition, she served as a Trial Attorney through the Committee for Public Counsel Services in Essex County, Massachusetts. Sierra has an MS in Taxation from Northeastern's D'Amore-McKim School of Business, a JD from Northeastern School of Law, and an undergraduate degree from Gordon College.


Leveraging Tax-Year-End Giving Opportunities
11/10/2020 at 11:30 AM (EST)   |  75 minutes
11/10/2020 at 11:30 AM (EST)   |  75 minutes Event audio is available via streaming (through your computer speakers) or you may listen over the phone by calling 929.205.6099 and entering meeting ID 994 4108 1144. If you have any issues with the audio through your computer, we strongly advise you dial in using the phone number. International numbers available: