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Regulatory and Legislative Update, Including State Registration & IRS Topics

By popular demand, Brian Flahaven and John Taylor reprise their annual review of some of the most sought-after presentation topics. This discussion will deeply dive into the most oft-asked questions and issues discussed in conferences and all Advancement listservs! The jam-packed session will begin with Brian updating us on the latest tax bills. He will also let us know about proposed legislation that may impact giving. In particular, Brian will share his thoughts on the future of several Capitol Hill topics, including the on-again and off-again discussions on eliminating the charitable deduction.

John will then lead a discussion on the often-overlooked issue of State charitable registration requirements. Overlooked until a nonprofit organization receives a not-so-nice letter from a State Attorney General! He will then dig into the never-ending questions regarding donor benefits - especially when gifts are made from donor-advised funds. He will also address the frequently misunderstood topic of corporate sponsorships. Time will be reserved to ask questions on any IRS or legislative matter that might keep you up at night!

Learning Objectives:

  1. Gain an updated perspective on the impact of proposed legislation regarding charitable giving laws; review current regulations that impact charitable giving; and put a finger on the pulse of what else is going on in Washington
  2. Discover the realities of State charitable solicitation regulations that impact all fundraising programs, including an overview of arduous written disclaimer statements that must be published.
  3. Review the current status of IRS rules regarding donor benefits (quid pro quos), including three related hot topics John has sought IRS guidance.
  4. Gain a clearer understanding of what is and is not permissible to provide corporate sponsors.
This session will be recorded for those unable to attend live.
CASE Competencies
This webinar will grow your skills in:


Global and Cultural Competence
Working effectively with and for people from different geographies and cultural perspectives (Cultural intelligence, understanding bias, creating a safe work environment for all)


Integrity and Professionalism
Excellence in conduct representing oneself and one’s institution and the profession (Builds and maintains trust, ethical conduct, personal accountability, storytelling, effective communicator, presenter and facilitator)

Business and Financial Acumen
Understands the business situation and financial factors and takes responsibility for the best course of action (Data based decision making, financial fluency, institutional business knowledge, industry business knowledge)

Industry/Sector Expertise
Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)


Relationship Building
Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)


Emotional Intelligence
Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)


Strategic Thinking
Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)


Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact.  The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)


CASE Career Level
This course is appropriate for individuals at the following Advancement career levels:

Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)

Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)

Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)

Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)


Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)


Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)

Availability: No future session
Credit Offered:
1.5 CFRE Credits
1.5 NASBA CPE Credits
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