The Pentera Blog
Gifts, Money, and Taxes 101
Far from a dry, boring lecture, this highly participative program takes a game show approach to learning the basic tax rules that influence donors’ decisions about charitable gifts. While you should not provide tax advice to donors, a foundational knowledge of the rules helps you recognize opportunities for larger, or at least better, contributions from people who care about your mission.
This session offers:
- A fun way to learn about the tax rules donors care about when making charitable giving decisions.
- Knowledge you can use to help your donors make the most of their charitable gifts.
- Greater confidence when discussing your donors’ giving options.
Register for this 1 p.m. ET webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our webinars as a free service.
About the Presenter:
Shari Fox, CAP®, is a seasoned advisor with more than 30 years of experience in the charitable sector. Before starting Fox Philanthropic Advisors, she led planned, major, and principal gift programs for major research universities and local nonprofit organizations.
As a philanthropic advisor, Shari focuses on helping individuals and families be intentional, focused, and effective with their charitable efforts. She also consults with nonprofit organizations to help them develop or enhance their major and planned giving programs. She loves teaching and is a seasoned public speaker, presenting at multiple seminars and conferences at the local and national level.
Shari is a past chair of the National Association of Charitable Gift Planners where she continues to serve on the Leadership Institute and is a current member of the Chicago Council on Planned Giving, Central Illinois Charitable Gift Planners, and Eastern Illinois Estate Planning Council. She holds the Chartered Advisor in Philanthropy® designation from The American College of Financial Services.
