Virtually every charitable gift is made as a result of a unique mix of donor-specific motivators. While tax incentives are just the cherry on top of the charitable giving sundae, they're still a secondary motivator you should keep in mind as an advancement professional. This course is recommended for all frontline fundraisers (including leadership annual giving officers, major gift officers, unit advancement leads, and advancement executives) and other advancement stakeholders looking to boost their knowledge of how the U.S. tax structure impacts philanthropic decisions. After completing it, you will be better able to:
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- Understand the decision-making factors underlying charitable giving,
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- Integrate the impact of ordinary income tax, capital gains tax, gift tax and the alternative minimum tax into your work, and
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- Hold discussions with suitable prospects regarding gift bunching as a tax-wise giving solution.
