Understanding Tax Regulations and Charitable Giving

Recent federal tax legislation has brought the most significant changes to charitable giving policy in decades. Most notably, the enactment of H.R. 1 included the bipartisan Charitable Act, restoring a charitable deduction for non-itemizers and creating new opportunities to engage everyday donors. At the same time, the law introduced new limitations affecting itemized and corporate giving that fundraisers should understand as they plan for the years ahead.

Experts from Wintrust Indiana will help guide attendees through the impact these changes have on both individual and corporate donors.

Networking/Lunch: 11:30-12PM

Session from 12-1PM

Alicia Gohdes, CFP

Alicia Gohdes is a Senior Vice President at Wintrust, serving as the lead advisor and relationship manager to high-net-worth individuals, families, and organizations, including closely help and family-owned businesses. She has over 16 years experience in the financial services industry and recently joined Wintrust in 2023. Alicia earned an MBA from Purdue University, a BA in Business Management from Moravian University and obtained her CERTIFIED FINANCIAL PLANNER certification in 2019.

Russell is the Director of Strategic Client Developement for Wintrust, and has been advising clients in the Chicago area for over 30 years. He has extensive experience in federal and state income tax, estate planning, mergers and acquisitions, ESOP, financial planning, and succession planning. Russ has a bachelor's degree in accounting and a master's degree in Science of Taxation from DePaul University.

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Host or Publisher Association of Fundraising Professionals, NW Indiana Chapter