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Everywhere you look in Northwestern Wisconsin, you’ll find driven, talented people working professionally or personally in the nonprofit realm. This conference was created with those driven humans in mind and if you’re one of them, you should check out what the day has to offer. Not only do we hope you learn some new things that might help your organization reach higher levels, but also that you can connect with others and strengthen your network. You never know what problems you can solve together!
Click “Tickets” link for more info.
Dana Holt will present:
A Fundraiser’s Guide to New Tax Rules
Dana Holt, RICP, AEP, Founder – HOLT Consulting
It’s a new year and if you haven’t yet heard, we have some new tax laws to tangle with. Much has been written about how these new rules will affect everyone, including charities. It can seem scary because let’s face it — most people don’t like to talk about taxes and we tend to be afraid of what we don’t fully understand. This session is here to help you de-mystify it. There are just a few things that a charitable fundraiser needs to know about the new tax rules and we will cover them all.
Questions that will be answered:
What stayed the same?
Where are the opportunities?
What should we say to donors?
Donor Advised Funds: Your $85 Billion Best Friend
Everywhere you turn people are talking about Donor Advised Funds. They’ve been popular for several years, but lately they’re really hitting their stride. The recent tax law changes have raised a renewed interest in these powerful creatures due to the “bunching”. Donor Advised Funds also stir strong feelings and heated discussions within the nonprofit community. Much of this heated discussion happens because until now fundraisers have seen DAFs as competition for charitable dollars, rather than a gigantic source of potential donations.
Let’s take a critical look at DAFs and discover exactly why I call them “Your $85 Billion Dollar Best Friend”.
Mark your calendar now for 2018. The Symposium Committee has secured some fantastic speakers for both Monday and Tuesday. The Symposium will include cutting edge information, sessions for NexGen, practice management, and three hours of ethics. This two-day event will offer up to 14 hours of continuing education to satisfy CFP, NASBA, CIMA, MN/WI insurance and CLE.