Maximizing Year-End Tax Strategies for Fundraisers
Recorded On: 11/10/2020
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.
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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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.