John's Annual IRS Regulations Update
January 27, 2027
11:00 AM - 12:00 PM PT | 2:00 PM - 3:00 PM ET
Registration Coming Soon!
Description:
John Taylor returns with aasp’s most popular webinar! In keeping with custom, John will address legal issues related to charitable gift solicitation, acceptance, recording, and receipting. He will review the FundSvcs archives and his email folders to identify the most common questions from the past year.
John has agreed to start by reviewing a list of IRS Publications and website links that no practitioner’s library should be without. After that, he will discuss the 2027 quid pro quo rules, including related DAF rules (and bifurcation). Other planned topics include IRA distributions (QCDs & RMDs), corporate sponsorships, "mandatory” internships, and a few of the most common questions discussed on FundSvcs. Finally, he will answer any related questions you have!
Learning Objectives:
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To help newer (and remind older!) Advancement Services professionals understand the numerous legislative requirements impacting our work, the session also offers an opportunity to explore complex issues and increasing intricacies that can influence how a gift is processed and whether a donor can even do what they propose!
Speakers
John H. Taylor, Principal, John H. Taylor Consulting, LLC
John is the Principal of John H. Taylor Consulting, LLC, an independent advancement consulting firm. He has worked in consulting roles since 1994. John served as Associate Vice Chancellor for Advancement Services and Interim Campaign Manager at North Carolina State University. He also served as Vice President for Research and Data Services at the Council for Advancement and Support of Education (CASE) in Washington, DC. Prior to that, John was Director of Alumni & Development Records at Duke University for nearly 15 years. He earned a BA in Mass Communications and Socio-Political Change from Vanderbilt University and a Certificate in Nonprofit Management from Duke University.
John's impact on advancement consulting is notable. He founded FundSvcs, one of the largest advancement-related listservs globally, and has shared his insights at hundreds of international conferences. His dedication to teaching earned him the prestigious CASE Crystal Apple Award. As a founder, member, and former President of the Board of the Association of Advancement Services Professionals (aasp), John's influence is extensive. His commitment was further recognized in 2012 when he received the aasp Jonathan Lindsey Lifetime Achievement Award.
John's dedication to his profession and community remains strong. His achievements were recognized when he was named a CASE Laureate in 2019. He has served as editor for all four editions of the CASE Advancement Services book and has contributed to and edited the 3rd and 4th editions of the CASE Guidelines, as well as the first edition of the CASE Global Reporting Standards. John's commitment to service includes being recognized as a Paul Harris Fellow of Rotary International and actively participating in the Durham Rotary Club, where he serves as Chair of the Foundation Committee and President-Nominee. He lives in Durham, NC, with his wife and children and continues to make a positive impact in his community.
Registration Rates
- aasp Members: Free
- aasp Non-Members: $129
Registration Coming Soon!
Webinar Policies Cancellation Policy: All registered attendees will receive a webinar recording after the webinar has taken place. If you would like to cancel your registration and not receive this recording, please email the aasp Office within 48 hours of the scheduled webinar, in which case non-members may receive a full refund (members attend for free).
Technical Failure Policy: I understand that if there is a technical failure at the attendee's home or workplace that prevents access to the live webinar, the attendee will not be given a refund. It is the responsibility of the attendee to confirm system requirements and test their computers prior to the start of the webinar. If a technical failure is the fault of the service provider and the webinar is canceled, a full refund will be provided.
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