John’s Annual IRS Update

Back by popular demand, join John Taylor for a review of specific IRS issues impacting charitable giving. He’ll begin with an overview of recent legislation, including the Tax Cuts and Jobs Act and the SECURE Act (and the 2023 update). John will offer a refresher on IRS receipt requirements and review DAF and private foundation issues regarding payments supporting pledges and the oft-debated topic of benefits (quid pro quo). He will also attempt to demystify IRS rules surrounding corporate sponsorships. John also wants to address related issues that keep you up at night! So please send him an email ([email protected]) with those questions, and he’ll incorporate them – anonymously – into the presentation!

Learning Objectives

• Review changes impacting charitable giving and refresher on old rules

Registration

Members: Free | Non-Members: $129

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Presented By

John H. Taylor, Principle | 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 served as 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 CASE. 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, receiving 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). He received the aasp Jonathan Lindsey Lifetime Achievement Award in 2012. CASE distinguished John as a CASE Laureate in 2019. John was the editor for all three editions of the CASE Advancement Services book (the 4th edition is due in 2023) and served in various editorial capacities for the 3rd & 4th editions of the CASE Guidelines and the 1st edition of the CASE Global Reporting Standards, published in 2021. John resides in Durham, NC, with his wife and children.

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