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Nonprofits: Investments, Fundraising and the New Tax Law during COVID-19


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The influence of COVID-19 affects all industries, and nonprofits are not immune to its impacts. The financial components of Nonprofits such as managing investments and donor relations are all under a microscope in these days of ambiguity.

Join us on Tuesday, October 27th for a discussion on how Nonprofits are navigating the current investment and fundraising environment and the new tax structure. Bill Jarvis, Managing Director of Bank of America and Bryan Pautsch, Principal at VonLehman CPA & Advisory Firm, will discuss these changes and answer your questions.

Agenda

10:00 – Welcome

10:05 – Bill Jarvis, Bank of America

10:25 – Bryan Pautsch, VonLehman CPA & Advisory Firm

10:50 – Q/A

11:00 – Conclusion of Event

About the Speakers

Bill Jarvis is a Managing Director, Market Strategy & Delivery Executive with Bank of America Private Bank based in New York. Experienced with investment policy and governance for endowed nonprofit organizations, he is responsible for strategic thought leadership with institutional and private philanthropic clients. Bill brings 35 years of experience to this role. He joined Bank of America Private Bank (formerly U.S. Trust) in 2017 from Com¬monfund, where, as the Executive Director of the Commonfund Institute he led that firm’s educational, research and professional development activities, serving as Commonfund Institute’s, Head of Research for over ten years. During the course of his career, he has worked at JP Morgan, Greenwich Associates, and Davis Polk & Wardwell.

Bryan Pautsch joined VonLehman as an established and reputable nonprofit tax professional with over 25 years of experience with a Top 50 accounting firm. He has focused his entire career on tax specialization within the nonprofit industry. Having led the nonprofit tax vertical for his previous firm, Bryan now occupies the role of nonprofit tax leader at VonLehman. In the early stages of his career, Bryan established himself as an authority in service of nonprofit organizations. His passion for the nonprofit industry yields vast experience across virtually all industry sectors including civic, community, healthcare, Greek, religious, educational and cultural organizations, as well as private foundations and trade associations, among others. Bryan frequently speaks on exempt topics and organizational structure through a variety of industry events.