Meeting/Event Information

August 2018 ALDE Meeting

August 16, 2018
11:30 AM to 1:30 PM
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Concordia University
800 North Columbia Ave.
Seward, NE 68434
http://www.cune.edu/
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ALDE Heartland Chapter

Thursday, August 16, 2018

11:30 a.m. - 1:30 p.m.

The New Tax Law: What It Means for Charitable Giving and What to Suggest to Donors

With John Jensen

11:30 a.m. - Registration and Social Time

12:00 p.m. - Lunch

12:30 p.m. - Webinar

Cost: $10 - Register Today or contact Matt Sheffield at matt.sheffield@mosaicinfo.org for more information

 

With the passage of the new tax law, there's real confusion about just what it did and the impact it will have. Donors (and fundraisers) are still unclear about what to do. 

Charitable giving incentives were actually expanded, while mortgage interest, state, and local deductions were cut back.

The webinar will identify the segments that will be most impacted by the new law and recommend steps you should take. 

John will answer 5 questions:

  • Will charitable giving go up or down in 2018 and why?
  • Who itemizes historically?
  • Who will no longer itemize under the new law?
  • What can be done to adjust and work around the new rules?
  • What to suggest to your donors, particularly your best donors?

John Jensen is a Senior Vice President and Consultant with Sharpe Group. Based in Washington, D.C., he has worked with more than 100 nonprofits to improve their planned giving performance. He regularly conducts Planned Giving Program Audits and Assessments, in addition to a wide range of gift planning consulting services. John works with a broad range of groups, but has a particular specialty with national, membership, and direct mail based charities. He also has special expertise in estate planning, gift structuring, real estate, estate administration, insurance, and special needs situations.

Prior to joining Sharpe Group, John served as Vice President for Development at both The Nature Conservancy and National Wildlife Federation. He served as the Executive Director of The Nature Conservancy's Maine Chapter and the Development Director of the Maine Audubon Society. He was the founding chairman of Earth Share, served on the Direct Marketing Association Nonprofit Council board and served four years in the Maine House of Representatives.

He is a frequent speaker at local and national fundraising conferences and has served on the board of the National Association of Charitable Gift Planners (CGP) as well as the National Capital Gift Planning Council. John has also served as a columnist for The NonProfit Times and Planned Giving Mentor. He earned his B.S. degree from the University of Southern Maine and his CFP from the College of Financial Planning.