Smart Tips for Turbulent Times: What Nonprofits and Fundraisers Need to Know to Talk to Donors
This session will explore how charitable gift planners, fundraisers, and nonprofit leaders can effectively guide donor conversations during times of economic uncertainty, market volatility, and shifting tax policies. Topics may include:

· Legal Considerations: Key updates on estate planning, charitable deductions, and compliance issues that impact donors and nonprofit organizations.

· Financial Perspectives: How donors can leverage gifts of appreciated assets, retirement funds, and other non-cash strategies to maximize both tax benefits and impact.

· Donor Behavior in Uncertain Times: Insights into how donors think about philanthropy during turbulent markets and how fundraisers can meet them where they are.

· Practical Talking Points: How fundraisers can confidently frame conversations around stability, legacy, and long-term impact when donors may be feeling uncertain.

· Collaboration Across Disciplines: The value of fundraisers, attorneys, and financial advisors working together to help donors make informed and impactful choices.

Presenters:

Gina Giacone 
Partner at Ice Miller. Focuses on corporate, governance and tax issues for tax-exempt entities and gift, estate and trust taxation, estate planning, estate and trust administration and charitable giving.

Ms. Giacone regularly works with tax-exempt entities on corporate governance and federal tax matters, advanced planned giving and endowment management. Ms. Giacone advises colleges and universities on issues relating to unrelated business income tax (UBIT), sponsorship agreements, the use of affiliated entities (e.g., taxable subsidiaries, foundations and other tax-exempt subsidiaries), general corporate and tax-exempt compliance, grant agreements and donor intent and charitable contributions.

Stephen Schnelker is a director in Katz, Sapper & Miller’s Tax Services Group. Utilizing his strong background in analytical research, Stephen guides his high-net-worth clients through a wide variety of tax and financial planning issues, including the strategic use of trusts and estate planning, to help them devise strategies to preserve their wealth for the long term.

Contact

Sara Nash