Get Smart About Tax-Smart Giving in 2025
Michael Fischer and Doug Page

Are you ready to revolutionize your fundraising strategy? Many nonprofits and ministries excel in annual pledging, but overlook a crucial revenue stream: tax-smart gifts. In this session, we'll dive deep into maximizing contributions by tapping into the 98% of donor wealth held in non-cash assets like stocks, IRAs, and donor-advised funds.

Learning Outcomes:

• Understand why the last six weeks of the year are so critical for tax-smart gifts – and why you should start asking for them in January
• Use knowledge of generational giving preferences to effectively target your non-cash strategy
• Empower your staff to educate donors about all of the benefits of giving through alternative vehicles
• Learn the magic sentence to include in all fundraising outreach

Remember that webinars are FREE to ALL ACF members, and we just need you to RSVP. Webinars are $75 for nonmembers. Not a member? Attend your first webinar free to experience ACF! RSVP or pay to attend here.

Michael Fischer serves as the Faith Partnerships Lead at FreeWill, where he has led the growth of the company’s faith-based vertical since 2020. Under his leadership, faith-based ministries now account for over 30% of FreeWill’s customers, making it the fastest-growing division. With more than a decade of experience in pastoral-based generosity consulting, Michael has worked with some of the largest and fastest growing churches in the U.S. by establishing and growing planned giving programs. He regularly speaks at conferences such as ACF and ICSC, equipping faith leaders with strategies to inspire generosity and align financial giving with biblical stewardship principles. Michael and his wife, Jess, live in Indianapolis, with their two young sons. In his free time, he enjoys snowboarding, backpacking, and exploring the outdoors with his family.

Douglas Page currently has a fellowship with the Greater Tacoma Community Foundation. He recently retired after a 25-plus year career at Pacific Lutheran University, where he served as the Executive Director for Gift Planning. With over 37 years of fundraising experience, Doug currently works with agency partners and individuals on giving strategies to retain the transfer of wealth in and for Pierce County, Washington. Doug is an ACF Virgil Anderson Award winner and Past President of ACF’s predecessor body, the Association of Lutheran Development Executives. He has his Chartered Advisor in Philanthropy (CAP) designation from the American College of Financial Services. Doug and his wife, Kristin, have two grown children and reside in Gig Harbor, Washington.