In this episode of The Beacon Podcast, Brian Flahaven, vice president for strategic partnerships at CASE, talks with host Dr. Bob Smith about the sweeping federal tax legislation known as HR 1 and how its major charitable giving provisions will affect higher education and other mission-driven organizations.
Brian walks through the return of a charitable deduction for non-itemizers; new limits for high-income donors; and changes influencing donor advised funds, IRA gifts and corporate giving – and why and how these shifts will shape donor engagement, capital campaigns and strategic planning in the year ahead. Their conversation highlights the importance of clear donor communication, board awareness and bipartisan advocacy as institutions navigate a rapidly evolving policy landscape.
