What if the rules of giving changed overnight? For many nonprofits, that has happened with the passing of the “Big Beautiful Bill”. However, this doesn’t mean that it is all gloom and doom. This presentation will focus upon the likely effects on charitable giving while discussing ways to adapt strategies and grow your donor base using new non-itemized tax incentives. Participants will leave with a better understanding of how they can clearly and positively message today’s changes to both old and new audiences.
Pending approval for CFRE credit.
Ann A. Deppman, J.D., serves as Assistant Vice President, Planned Giving at Virginia Commonwealth University. At VCU Ann has been charged with building the university’s first comprehensive gift planning program with an emphasis on collaborative fundraising in a highly matrixed organization. Previously, Ann led gift planning efforts at the MCV Foundation on VCU’s medical campus and at Oberlin College. At Oberlin, Ann oversaw a program that was consistently recognized as an industry leader with one of the highest constituent participation rates in planned giving among peer institutions. Ann’s additional experience at Oberlin includes serving as a dean, program director, and pre-law advisor. Ann began her career as general practice attorney. Ann graduated Phi Beta Kappa from Middlebury College and received her J.D. from Vermont Law School. She is a member of the National Association of Charitable Gift Planners and past president of the Virginia Gift Planning Council.
Trevor Worden serves as the Director of Leadership and Planned Giving at the Richmond Symphony. He has spent over 15 years fundraising for small nonprofits across the East Coast and has also served in large, complex nonprofits as well. Trevor has worked across identity-based scholarship, grateful patient fundraising, mission-based fundraising, and endowment growth and stewardship fundraising. He has managed the P3 Mentoring Program for VAFRE for the past 3 years. In addition to his VAFRE Board service, Trevor serves as the Program Co-Chair for VFRI and is on the Board of Directors for his alma mater UNC Asheville.
If you are not a VAFRE member and do not work in the office of a VAFRE member, consider becoming a member of VAFRE in order to access reduced registration fees.
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