Something Old and Something New—The Stalwart Postal Channel and Donor-Advised Funds

This event is over.

Successful fundraising to sustain an organization requires a multi-channel approach – a marriage of old and new. Donor-advised funds report record increases in donations and distributions in 2020 in response to COVID-19 and other events. The mail remains imperative for donations and communications, but there is no denying the critical state of USPS finances and questions about its viability. What would the changes proposed by PMG DeJoy mean for you? Take the plunge and join the discussion.

CFRE Points: 3


Agenda

TIME EVENT DETAILS LOCATION
Thursday, September 3, 2020
11:00am
- 11:05am
Opening Remarks

Alicia Osgood
Director, Communications ANA
11:05am
- 12:30pm

A REVIEW AND ANALYSIS OF CURRENT USPS OPERATIONS, LEGISLATION AND PRICING STRATEGY

While mail volumes plummeted, package volumes soared, leadership changed hands, and COVID-19 presented a whole slew of unprecedented challenges for the U.S. Postal Service, the agency has for the most part held their own during the crisis. They have earned a newfound appreciation among the American people, Congress, and others. There is growing legislative support but also a push to reopen the pending PRC proposal outlining a system for regulating rates and classes for market dominant products (RM2017-3).

Be sure to sit in on this review and analysis of current USPS operations, legislation and pricing strategy. Learn how developments in these areas could impact your business or nonprofit and what you can do now to start planning for the future. Q&A to follow.

Senny Boone
Senior Vice President ANA
Phil Claiborne
Director of Circulation The Elks Magazine
Katherine Versteegh
Senior Vice President A.B. Data, Ltd.
12:30pm
- 1:55pm

SOMETHING NEW AND SOMETHING OLD: LETS REVERSE THE LENS—DONOR-ADVISED FUNDS

This discussion centers around the donor-advised fund—a special fund or account set up for charitable purposes that can facilitate large donations and are controlled by section 501(c)(3) sponsoring organizations like public charities or investment firms. Q&A to follow.

Jack Doyle
President and CEO Amergent
Amy Pirozzolo
VP, Marketing Fidelity Charitable
1:55pm
- 2:00pm
Closing Remarks

2:00pm Conference Ends


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