Join Keaton Wersen, Senior Manager and Nonprofit Practice Leader, and Chad Van Dyken, Tax Manager and member of our Personal Consulting Practice, as they discuss the different vehicles for individual giving, their impact on estate and income tax planning and how your nonprofit should properly account for these gifts from your donors.

Additionally, we’ll discuss how to use this information to have effective conversations with current and potential donors related to giving options and considerations.

Who Should Attend?
This roundtable is for you if you are a:

  • Nonprofit Executive Director
  • Nonprofit Development Director
  • Nonprofit Finance Director
  • Board Member of a Nonprofit
  • Significant Donor to a Nonprofit
Yes, we encourage you to extend this free invitation to others who have a stake in donor engagement. Whether this is Board members or donors themselves, it will be a great opportunity to learn more about donor giving and planning!