John's Annual IRS Update

January 15, 2025 | 11:00 AM - 12:00 PM PT | 2:00 PM - 3:00 PM ET

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Back by popular demand, John will cover the key IRS topics near and dear to our hearts – and processes. John will address “family favorites,” including donor-advised fund and quid pro quo issues. John will also discuss gift acceptance policies & committees, nonstandard gifts, donor influence & control, and corporate sponsorships.

Learning Objectives

  • Critical IRS regulations impacting charitable giving
  • Functional purposes of gift acceptance policies and committees
  • Important distinctions between related and unrelated use gifts

Speaker

John H. Taylor | Principal | John H. Taylor Consulting LLC

John is the Principal of John H. Taylor Consulting, LLC, an independent advancement consulting practice. He has served in various consulting capacities since 1994. John was Associate Vice Chancellor for Advancement Services and Interim Campaign Manager at North Carolina State University. He previously was the Vice President for Research and Data Services at the Council for Advancement and Support of Education (CASE) in Washington, DC. Before that, John was the Director of Alumni & Development Records at Duke University for nearly 15 years. He holds a BA in Mass Communications and Socio-Political Change from Vanderbilt University and a Certificate in Nonprofit Management from Duke University.

John formed one of the largest advancement-related listservs in the world, FundSvcs. He has spoken at hundreds of conferences internationally and received the CASE Crystal Apple Award for outstanding teaching. John is a founder, member, and Former President of the Board of the Association of Advancement Services Professionals (aasp). In 2012, he received the aasp Jonathan Lindsey Lifetime Achievement Award.

CASE distinguished John as a CASE Laureate in 2019. He is the editor for all four editions of the CASE Advancement Services book and served as contributor and editor for the 3rd & 4th editions of the CASE Guidelines and the 1st edition of the CASE Global Reporting Standards. John is a Paul Harris Society member of Rotary International and an active member of the Durham Rotary Club. He resides in Durham, NC, with his wife and children.

Registration Rates 
  • aasp Members: Free
  • aasp Non-Members: $129
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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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