Wed, Sep 10
|MAC - Gilkey Room
Tax Law Update: What Charitable Giving Professionals (and Donors!) Need to Know
Federal and Washington State tax legislation will impact donor charitable planning --- both income tax as well as estate tax planning. Learn more about the good, the bad, and the ugly details at this informative program on September 10th.
Time & Location
Sep 10, 2025, 11:30 AM – 1:00 PM
MAC - Gilkey Room, 2316 W 1st Ave, Spokane, WA 99201, USA
About the Event
Federal and Washington State tax legislation is shifting, and these changes will have a direct impact on charitable giving—both income tax and estate tax planning. With significant provisions from the Tax Cuts and Jobs Act of 2017 set to expire, and the introduction of the One Big Beautiful Bill Act (OBBBA), donor strategies may look very different beginning in the 2026 tax year.
This timely program will unpack the good, the bad, and the complicated details of recent legislation and what they mean for donors, nonprofits, and fundraising professionals. Attendees will gain valuable insights to help guide year-end giving conversations and prepare for long-term planning beyond 2025.
Featured Speaker
David Green, CPA, brings over 40 years of experience advising high-net-worth and high-income clients on income and estate tax planning. He is licensed in Washington, Oregon, and California and currently serves as president-elect of the National Association of Estate Planners and Councils (NAEPC).…