The Expiring Provisions

  • October 16, 2024
  • 12:00 PM - 1:00 PM
  • Zoom



The Expiring Provisions of the Tax Cuts and Jobs Act of 2017, and Their Potential Impact on Philanthropy

When the TCJA was passed in 2017, major tax provisions including tax rates, deductions and credits were created to expire after December 2025. Although that sounds like a long time in the future, many professional advisors have been discussing the implications for their donors for a long time. This whole issue is also dependent on political leanings of congress and the presidency. How will higher tax rates, a substantially reduced estate tax credit, and other aspects of this legislation affect your donors and clients?

Featured Speaker

Robert Shafis

Director of Planned Giving Services, Veritus Group

Robert Shafis has been a successful fundraiser, speaker and attorney for over 30 years, and through his personal fundraising and through programs under his direction has accounted for over $800 Million in major and planned gifts.  He is currently Director of Planned Giving Services with Veritus Group. 

He began working in fundraising with the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries.  He was Director of Planned Gifts for the National Alzheimers Association, and for Alexian Brothers Health System Foundation. As Director of Major Gift Planning at Chicagos Museum of Science and Industry, and Director of Major and Planned Giving for The Field Museum, he participated in campaigns of over $200 Million each.  He was most recently Territorial Director of Planned Giving for the Central Territory of The Salvation Army, working with its 10 planned giving programs around the Midwest. 

At Veritus Group Bob has analyzed over 1 million donor records for planned giving purposes, finding hundreds of millions of dollars of unidentified planned gifts, and thousands of names ready for planned giving solicitation and marketing.  He also manages planned giving programs for clients, helps develop planned giving campaigns, and evaluates planned giving programs.

Bob has taught major and planned giving at North Park University, is a member of the CAMOTOP Planned Giving Group, and was Secretary and a board member of the National Association of Charitable Gift Planners.  Bob has spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising.


Member - $25

Non-member - $60

Continuing Education

This program qualifies for Continuing Education credit for individuals for CAP certified. Please contact us should you need a Certificate of Completion.

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