Year-end giving season moves fast, and the details that trip people up aren't always the ones you'd expect. This webinar walks through the technical essentials, mailbox rule updates, mutual fund gifts, and QCDs, alongside the operational realities of keeping your office responsive during closings. We'll share lessons learned so you can head into year-end prepared on both fronts: the gift and the follow-through.

Learning Objectives:

• Identify key technical requirements and recent updates related to year-end gifts, including the mailbox rule, mutual fund gifts, and Qualified Charitable Distributions (QCDs).
• Apply practical strategies for managing year-end gift processing and ensuring timely, accurate follow-through during office closures.
• Recognize common year-end giving challenges and implement lessons learned to improve preparedness, responsiveness, and donor service.

ACGA Members: FREE / ACGA Non-members: $75

•  Space is limited so register early!
• Webinar qualifies for 1 CFP contact hour credit. Your reporting form must be sent to ACGA by September 9th to receive credit.
• Full participation in this webinar is applicable for 1 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Register Now 

Sponsored by:

About the Speakers

Joseph O. Bull, J.D.
Principal, Philanthropy Advisory Counsel

Joe Bull is the Founder and Principal Counsel of Philanthropy Advisory Counsel. With 39 years of experience in the philanthropic arena, Joe is known as an effective leader of highly performing advancement teams and for his technical expertise as a charitable gift planner.

Over his career, he has helped facilitate 11 eight-figure gifts and 101 seven-figure gifts totaling $414.74 million, and his teams have been responsible for $811.5 million of philanthropic support. Throughout his career, Joe has embraced the challenge of rebuilding languishing programs and building new programs from the ground up. He is a nationally recognized speaker and author on philanthropic issues. His comments and writings have appeared in The Wall Street Journal, The New York Times, The Washington Post, Forbes, Trusts & Estates, Planned Giving Today, The Chronicle of Philanthropy, and The Chronicle of Higher Education.

Joe received a BS in Business Administration, summa cum laude, from The Ohio State University. He also earned both an MA and a JD from Ohio State. He is admitted to the Bar in Ohio and North Carolina.

Barbara Yeager, CAP
Evaluation Consultant, Philanthropy Advisory Counsel

Barbara Yeager is a Chartered Advisor in Philanthropy® with 30+ years of experience empowering charitable gift planners through formal training and peer learning. In addition to her work as Education, Evaluation, and Administration Counsel for Philanthropy Advisory Counsel, she also serves as CAP Program Coordinator for The American College of Financial Services and as Director of Publications and Research for Charitable Solutions LLC. In her previous position as Director of Education and Programs for the National Association of Charitable Gift Planners, Babs collaborated with Joe Bull and other leaders in the gift planning community to develop the National Standards for Gift Planning Success and the CGP Guidelines for Reporting and Counting Charitable Gifts. She currently serves on the board of Charitable Gift Planners of Indiana and on the executive team for the Indianapolis Symphony Orchestra Association.