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Navigating Markets, Policy, and Nonprofit Priorities
November 11, 2025 @ 12:00 pm – 2:00 pm EST
Event Overview
Join Innovest and Eide Bailly for a virtual conference exploring how today’s economic trends, shifting market valuations, and evolving public policy are reshaping long-term financial planning and organizational strategy for nonprofits.
These sessions will equip you with insights into portfolio diversification, cash flow management, and the broader societal factors influencing decision-making. You’ll also learn how recent legislative changes impact energy incentives introduced under the Inflation Reduction Act of 2022, including updated eligibility requirements, phase-out timelines, and monetization strategies. Don’t miss this opportunity to strengthen your organization’s financial resilience and strategic foresight.
Our first session, the 2025 Economic Update, will discuss the key economic and investment factors that should inform long-term financial planning. We will examine how current market valuations impact portfolio diversification, expected returns, and cash flow strategies, while also addressing the challenges posed by market volatility. This session will also highlight the role of public policy and societal progress in shaping financial decision-making and organizational strategy.
The second session, New Tax Legislation and its Impact on Energy Incentives for Exempt Organizations, will provide an essential update on how recent tax legislation is reshaping energy incentives for exempt organizations. We will discuss the new rules and their practical implications, as well as the accelerated phase-outs affecting the New Energy Efficient Home Credit and the Energy Efficient Commercial Buildings Deduction. This session will also address new documentation requirements related to construction timelines and foreign entity restrictions — critical details for compliance and strategic planning.
For information regarding a complaint and/or program cancellation policies, please contact Laura Schons
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