Advancement Services in a New Regulatory Era: Public Law 119‑21, Corporate Transparency Act & Other Recent Developments

May 20, 2026
11:00 AM - 12:00 PM PT | 2:00 PM - 3:00 PM ET

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Description:

Designed for aasp members, this webinar focuses on what a shifting regulatory and economic landscape means for advancement services operations—from gift acceptance and processing to data governance, reporting, and vendor oversight. We’ll translate key updates under H.R. 1 / Public Law 119-21 (including changes affecting charitable deductions and endowment excise taxes) into practical impacts for receipting, acknowledgments, campaign reporting, and advancement CRM/finance workflows. We’ll also cover what the Corporate Transparency Act may require for affiliated entities, highlight emerging state regulation of online fundraising platforms and digital solicitation rules (and the controls needed to manage portals, apps, and cause-marketing partners), and discuss heightened scrutiny tied to terrorism/foreign-influence concerns and related due diligence

Learning Objectives:

Identify the advancement services impacts of H.R. 1 / Public Law 119-21 changes
Translate key Corporate Transparency Act considerations into practical governance and finance workflow questions for affiliated entities
Assess risk and required controls for online fundraising platforms, digital solicitation, and commercial co-ventures

Speaker

Cara Anderson Rosas, Senior Consultant, Campbell & Company

Cara Anderson Rosas joined Campbell & Company in 2023 after 20 years with the University of Florida Foundation and UF Health. During that time, she took on or supervised every imaginable role in advancement operations, including prospect research, prospect management, gift processing, CRM training, data integrity, and analytics. In her most recent role at UF Health, she developed and managed the hospital’s grateful patient and concierge programs. Cara started her development career as a grant writer and volunteer coordinator for Volunteer Lawyers for the Arts in New York City and Planned Parenthood of Greater Orlando. Working with Campbell clients, she works to:

Maximize the operational potential in any-sized development shop.
Discover and uncover the best possible prospects for a client’s mission and fundraising goals.
Implement and document best practices in prospect management and data integrity.
Offer strategies to close gaps between where any organization is and where their fundraising goals need to be.

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.