Meeting/Event Information

After the close of the 2024 election cycle and year-end approaches, philanthropic experts and financial advisors are preparing organizations and donors for December, a critical period when nonprofits secure a significant portion of their annual revenue.

With December alone accounting for 26% of online giving in 2023 (M+R Benchmarks), this year promises even more potential as record-high stock market values set the stage for larger donations. Aging donor demographics and expanded eligibility for Qualified Charitable Donations (QCDs) in 2024 add unique opportunities for nonprofits and advisors to collaborate on impactful giving strategies.

Join us for insights on leveraging market trends, non-cash gifts, and planned giving vehicles to engage donors during this crucial time. This session will highlight key tactics to maximize year-end fundraising while incorporating tools and strategies tailored for the philanthropic landscape post-election.

Panelists:
Hannah Oberholtzer, Thrive Scholars
Carol Nimitz, The Bolles School
Sean Guldi, B&C Financial Advisors 

Moderator: 
Aaron Sheklin-Farther