The 2025 Tax Shift: Harnessing New Tax Realities to Empower Your Strategic Philanthropy

Are shifting tax laws leaving your nonprofit's fundraising strategy in limbo? US tax policies undergo massive overhauls roughly every decade, and the implementation of the 2025 HR 1 tax reform is already fundamentally changing how supporters approach philanthropy. In this episode of The Nonprofit Boost, host Immaculate sits down with Lauren Costello Ekmekjian, Senior Vice President at CCS Fundraising, to dissect what these changes mean for your bottom line. Lauren maps out the exact playbook your organization needs to navigate these lumpy revenue patterns, utilize challenge matches effectively, and stress-test your case for support. Don't let tax-season anxiety compromise your donor retention—learn how to turn regulatory volatility into a strategic advantage. What You Will Learn 1. The HR 1 Landscape: Break down the specific tax changes impacting individual and corporate donors. 2. Peak Giving Years & Bunching: Discover how high-income households consolidate multiple years of giving to maximize their tax savings—and how it affects your financial forecasting. 3. Corporate Giving Adjustments: Understand how the new corporate floor will push companies to form fewer, more strategic partnerships. 4. Actionable CRM Audits: Step-by-step instructions on how to evaluate your top 25 to 50 donors to preemptively manage potential giving shifts. Chapter Timestamps 00:00 Intro 01:21 The 2025 HR 1 Tax Reform Explained 04:36 The Universal Deduction Opportunity 05:45 Understanding the 35% Deduction Cap on Major Gifts 07:55 Navigating the Corporate Floor and Partnerships 12:35 Managing "Bunching" and Lumpy Revenue Scenarios 15:56 Stress-Testing Your Case for Support 19:05 Your 1-Step Actionable CRM Audit 22:43 Where to Connect with CCS Fundraising 🎙️ Listen to this FULL EPISODE of The Nonprofit Boost Podcast by Double the Donation Spotify: https://open.spotify.com/episode/3Kd9... Apple Podcast: https://podcasts.apple.com/us/podcast... New Episode Every Week. Join us for real conversations with expert guests as we decode the data and tactics behind successful fundraising. – About Double the Donation Double the Donation is the leading fundraising software helping nonprofits and schools grow their fundraising revenue through matching gifts, volunteer grants, payroll giving, and more. Power your mission using Double the Donation's tools. 🔗 Double the Donation Links Schedule a FREE Personalized Demo here: ↳ https://doublethedonation.com/get-a-d... Stay updated through our LinkedIn: ↳   / double-the-donation   Connect with Immaculate on LinkedIn: ↳   / immaculate-pamintuan-230bb1385   Subscribe to our Newsletter: ↳ https://doublethedonation.com/blog/#s... Be our next podcast guest! Contact us at [email protected] – About CCS Fundraising CCS Fundraising is a strategic fundraising consulting firm that partners with nonprofits for transformational change. Learn more about CCS Funrdraising ↳ https://www.ccsfundraising.com/