The Five Key Financial Planning Trends That Will Impact Giving

Featuring: Juan C. Ros, CFP®, AEP®, CSPG, CEPA® (2024)
Run time: 75 minutes

In this complimentary, 75-minute webinar, financial advisor and former gift planner Juan Ros will identify the five trends he sees in his planning practice that can have the greatest impact on philanthropic giving in the near term. Gift planners will leave understanding each trend and will learn practical, actionable strategies to use when meeting with donors.

Attend this webinar to:

• Identify trends within the world of financial planning that can impact your donors’ decisions around giving
• Understand how each trend will affect philanthropic giving
• Learn actionable strategies and tactics to use when having conversations about giving with your donors
• Understand how the financial planning process mirrors the gift planning process
• Develop a more holistic approach to your gift planning known as “thinking like a financial planner”

Get ready for an energizing day at the 2024 Emerging Philanthropy Conference, happening on September 27, 2024, at the RLA Conference Center in Cranberry Township, just a short drive north of Pittsburgh. We’re excited to bring together fundraising professionals from all backgrounds for a day of learning, networking, and growth.

We are honored to have Dr. Tyrone McKinley Freeman as our keynote speaker, who will set the tone for a day filled with enlightening sessions tailored for both seasoned experts and those new to the field.

In addition, we’ve secured CFRE and CLE credits for our sessions, adding even more value to your participation. To explore our full schedule and learn more about the diverse range of sessions, visit emergingphilanthropy.org. Don’t miss this opportunity to elevate your skills and connect with fellow professionals!

Join us for an insightful presentation by Philip Hackney, Professor of Law at the University of Pittsburgh School of Law, titled "Elections and the IRS." This one-hour session will delve into the critical IRS rules that nonprofits must adhere to in the realm of social and political change. Professor Hackney will provide an expert analysis of how these regulations impact the operations and activities of nonprofits, ensuring they remain compliant while pursuing their missions.

About the Presenter:

Philip Hackney's scholarship focuses on the legal framework governing the nonprofit tax-exempt sector, encompassing charities, social welfare organizations, labor unions, and trade associations. His research examines the influence of the Internal Revenue Code on these entities, which play crucial roles in providing services to vulnerable populations, engaging in political advocacy, managing healthcare provision, and delivering education. Professor Hackney's work aims to enhance the understanding of nonprofits to inform better design of tax and state law rules, ultimately serving the sector's diverse purposes more effectively.

To learn more about Professor Hackney and his extensive work, please visit his full biography here.