Monday, November 2, 2020

10:00 AM — 11:30 AM

2020 Legislative and Election Update

With just under a month before what promises to be a historic election for President and control of the United States Senate, and amidst an unprecedented global health pandemic, nonprofit organizations and their advisors have seen a flurry of legislative and policy proposals that would directly affect charitable giving in America. This session will explore the ramifications for planned giving of the recently-enacted CARES Act and a number of related bills pending in Congress. The session will also compare the various tax plans put forth by both the Trump and Biden campaigns as they pertain to giving and will conclude by forecasting what the nonprofit sector can expect after the 2020 election and during the impending “lame duck” session of Congress.


Perry Wasserman portraitPerry Wasserman is Managing Director of 501(c) Strategies, a Washington, DC-based lobbying firm that works exclusively with nonprofit organizations. In this capacity, he has served as the chief lobbyist for the National Association of Charitable Gift Planners for over the last decade.

At 501(c) Strategies, Perry specializes in designing and implementing legislative campaigns, coalition building, and grassroots organizing on a range of legislative issues important to large and medium-sized nonprofits, such as charitable giving, nonprofit advocacy rights, and various budget and appropriations matters. Since co-founding 501(c) Strategies in 2005, Perry has worked on virtually every major piece of federal legislation directly affecting charitable giving in America, and he is frequently invited to speak at conferences and conduct trainings throughout the country.

Prior to launching 501(c) Strategies, Perry was the Legislative Specialist in the Washington, DC office of Weil, Gotshal & Manges, LLP, a top international law firm. In this position, he worked to provide a variety of legislative and regulatory services to many of the firm’s for-profit and nonprofit clients. At Weil, Gotshal, he also received national recognition for his lobbying work on behalf of an education trade association that secured federal appropriations exceeding $200 million for an innovative school reform program. Before beginning his work as a lawyer and lobbyist, Perry served as Special Assistant for Government Relations and Public Affairs at Legal Services Corporation, a Congressionally-chartered nonprofit organization, and worked as an aide in the office of a Maryland Congressman.

Perry graduated with honors from both The George Washington University, where he received a bachelor’s degree in political communication, and the University of Maryland School of Law.

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