How Will New Laws Impact Nonprofit Fundraising?

How Will New Laws Impact Nonprofit Fundraising?

Navigating the New Tax Landscape

The largest piece of tax reform since the Reagan administration has been passed and signed by the President. In it, you’ll find laws that impact nonprofit fundraising. The real impact from the tax-law changes have yet to be seen, but all of us in the nonprofit world will be watching carefully as the initiatives unfold. Meanwhile, some initial concerns are being addressed.
According to an article in The Nonprofit Times, the Association Fundraising Professionals believes the biggest impact to nonprofit fundraising will be a huge decline in cash gifts. The hypothesis is that because of the increase in the standard deduction, fewer taxpayers will itemize on their returns. Because so many depend on those deductions on their itemized tax returns, without that tax benefit fewer people will give cash gifts to nonprofits.

“The Association Fundraising Professionals is anticipating a reduction in itemizers of about 30 million… equating to an annual loss in giving of between $12 billion and $20 billion.” [read more]

Those are some big numbers to ponder. The face of donors is changing. Many believe the motivation to give is not enough to suppress the projected 4.5% drop in annual giving next year. According to The Washington Post:

“[The] decline is expected to be concentrated among gifts from the middle of the income scale. The richest Americans will mostly keep their ability to take the tax break… Charities fear that this shift could change how the public views donating and alter the priorities of nonprofits.” [read more]

Doom and gloom aside, what’s the opportunity for planned giving? Plenty, actually. Middle and lower income loyal donors may now be the perfect audience for planned gifts. They may have given in the past but those annual gifts may drop off, while the wealthy will still likely benefit from itemization.
It’s more important than ever to kick your PG program into high gear with a solid, awareness-building marketing program.
Building your planned giving program will not only bring in some additional funds to the bottom line of your nonprofit fundraising, but also it will help ensure the long-term health of your organization. Money needs to come in from as many avenues as possible, so the best time to market your PG program is now.

Ideal Donors Are Hiding in Your Database

Uncover your hidden donors with the right planned giving marketing partner.

Schedule a call

Stay Informed!

Did you find this information interesting? We send content like this every week! Fill out the below form to receive the latest in Planned Giving news, training, and general wisdom right to your inbox.

Recent Blog Posts

70 ½ vs. 73?

IRA Gifting Ages Explained: 70 ½ vs. 73 Tech Tuesday Other donors like me, make gifts like this. We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for gifting from an IRA. Which is the correct age? What are the rules around...

read more

Wisdom Wednesday – Are you 85?

Understanding Our Most Senior Donors: A Unique Perspective Wisdom Wednesday Are you 85? I didn’t think so… Listen with intent; every donor has a story. We’ve talked about the mindset of our most senior donors in the past. And we’ll most likely talk about it forever....

read more

Tech Tuesday – IRS Discount Rate

Understanding the IRS Discount Rate for Charitable Gift Annuities Tech Tuesday With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is newfound interest around Charitable Gift Annuities* (CGAs). Because of...

read more

Your Complete Marketing Solution

A done-for-you, all-in-one solution that keeps your donors connected through email, direct mail, and your website. Nurture your donors through invitational marketing so you can have more conversations that lead to a planned gift.