John's Annual IRS & State Regulations Update
January 14, 2026
11:00 AM - 12:30 PM PT | 2:00 PM - 3:30 PM ET
Description:
John Taylor returns with aasp’s most popular webinar tradition! In keeping with custom, John will address legal issues related to charitable gift solicitation, acceptance, recording, and receipting. He will review the FundSvcs archives and his email folders to identify the most common questions from the past year. Plus, this year he has reserved time at the end of the presentation to discuss any related topic you have in mind! John plans to finish his prepared remarks by 12 or 12:15 PT, depending on the Q&A during the session, and will stay with us until 12:30.
John has agreed to start with a review of State registration requirements—something every nonprofit must do in each state that mandates it if they accept online donations. He’ll then briefly go over the list of IRS Publications that no practitioner’s library should be without. After that, he will discuss the 2026 quid pro quo rules, including related DAF rules (and bifurcation). Other planned topics include IRA distributions, corporate sponsorships, "mandatory” internships, charity auctions, and games of chance. Finally, he will answer any related topics you have in mind!
Learning Objectives:
To help newer Advancement Services professionals understand the numerous legislative requirements impacting our work, the session also offers an opportunity to explore complex issues and increasing complexities that can influence how a gift is processed and whether a donor can even do what they propose!
Speaker
John H. Taylor, Principal, John H. Taylor Consulting, LLC
John is the Principal of John H. Taylor Consulting, LLC, an independent advancement consulting firm. He has been working in various consulting roles since 1994. John served as Associate Vice Chancellor for Advancement Services and Interim Campaign Manager at North Carolina State University. He also held the position of Vice President for Research and Data Services at the Council for Advancement and Support of Education (CASE) in Washington, DC. Prior to that, John was the Director of Alumni & Development Records at Duke University for nearly 15 years. He earned a BA in Mass Communications and Socio-Political Change from Vanderbilt University and a Certificate in Nonprofit Management from Duke University.
John's impact on advancement consulting is notable. He founded FundSvcs, one of the largest advancement-related listservs globally, and has shared his insights at hundreds of international conferences. His dedication to teaching earned him the prestigious CASE Crystal Apple Award. As a founder, member, and former President of the Board of the Association of Advancement Services Professionals (aasp), John's influence is extensive. His commitment was further recognized in 2012 when he received the aasp Jonathan Lindsey Lifetime Achievement Award.
John's dedication to his profession and community remains strong. His achievements were recognized when he was named a CASE Laureate in 2019. He has served as the editor for all four editions of the CASE Advancement Services book and contributed to and edited the 3rd and 4th editions of the CASE Guidelines, as well as the first edition of the CASE Global Reporting Standards. John's commitment to service includes his participation as a Paul Harris Fellow of Rotary International and his active involvement in the Durham Rotary Club, where he serves as Chair of the Foundation Committee. He lives in Durham, NC, with his wife and children, and continues to make a positive impact in his community.
Registration Rates
- aasp Members: Free
- aasp Non-Members: $129
Webinar Policies
Cancellation Policy: All registered attendees will receive a webinar recording after the webinar has taken place. If you would like to cancel your registration and not receive this recording, please email the aasp Office within 48 hours of the scheduled webinar in which case non-members may receive a full refund (members attend for free).
Technical Failure Policy: I understand that if there is a technical failure at the attendee's home or workplace that prevents access to the live webinar, the attendee will not be given a refund. It is the responsibility of the attendee to confirm system requirements and test their computers prior to the start of the webinar. If a technical failure is the fault of the service provider and the webinar is canceled, a full refund will be provided.
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