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Ep. 37 Bonus Episode: What The New Tax Bill Means For Nonprofits And Donors with Sara Barba & Ali Bedford
Episode 37
Published 9 months, 2 weeks ago
Description
This bonus episode of Money to Give dives into one of the most consequential tax policy moments impacting the nonprofit sector in recent years. Rick Peck is joined by policy experts Sara Barba and Ali Bedford of Integer LLC to break down what actually happened behind the scenes what provisions were proposed, what was successfully removed through advocacy, and what the final legislation means for donors, nonprofits, and philanthropic advisors moving forward. From the return of a universal charitable deduction to the quiet survival of donor advised funds, this conversation reveals the real story behind the headlines.
But this isn’t just a policy recap it’s a wake-up call. Sara and Ali explain why advocacy from the nonprofit sector made a measurable difference, how future legislation is already on the horizon, and why assuming “Congress understands” is one of the biggest risks organizations can take. They also unpack how new limitations, tax incentives, and behavioral shifts could reshape giving patterns in the coming years. If you care about the future of philanthropy, this episode will help you understand not just what changed but what to do next.
Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: ThePhilanthropyGuy@gmail.com
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck
Contact Sara Barba:
Email: sbarba@integerpolicy.com
Contact Ali Bedford:
Email: abedford@integerpolicy.com
But this isn’t just a policy recap it’s a wake-up call. Sara and Ali explain why advocacy from the nonprofit sector made a measurable difference, how future legislation is already on the horizon, and why assuming “Congress understands” is one of the biggest risks organizations can take. They also unpack how new limitations, tax incentives, and behavioral shifts could reshape giving patterns in the coming years. If you care about the future of philanthropy, this episode will help you understand not just what changed but what to do next.
Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: ThePhilanthropyGuy@gmail.com
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck
Contact Sara Barba:
Email: sbarba@integerpolicy.com
Contact Ali Bedford:
Email: abedford@integerpolicy.com