Sep 14 2017 9:15AM

From Data to Design: a Practical Application of How Market Research Can Help Drive Your Organization’s Creative Process

A multi-dimensional view from the latest 2016 US healthy Aging Database study on elements of healthy aging and how market adjacencies may impact the how, when and why of charitable giving marketing communications. Participants will 1) view donor preferences on charitable giving to local, national and global organizations and how those preferences can be applied to any organization’s marketing communications materials; 2) which communication channels best match up with donor preferences on where they would first like to learn about an organization. 3) see how much trust donors currently place in nonprofits by sector and how to improve these scores.

Sep 14 2017 10:45AM

Taxwise Giving: Planned Giving, Washington Insights and Out-of-Sights, the Congress, The Courts and the IRS

• Tax reform proposals of Congressional leaders and the direct and indirect affect on charitable donors.
• Pointers on direct charitable IRA distributions under current law.
• Report on H.R. 1337 that would expand IRA rollovers to fund charitable remainder trusts and gift annuities.
• Analysis of two recent and important Tax Court cases on the substantiation requirements for getting charitable deductions.