Taft Cincinnati partner Megan Okun will co-present “Charitable Gifts in a Shifting Environment: The Impact of Recent Federal and State Developments on Restricted Gifts” at the ACTEC 2026 Ohio Fellows Meeting Professional Program on April 17.

Throughout the presentation, Okun and her co-presenter will discuss how the shifts in federal and state policies on diversity, equity, and inclusion initiatives are influencing public institutions, charities and donors approach to the gifting process and managing existing restricted gifts. She will also provide organizations and donors with guidance on how to navigate charitable giving amid these recent developments.

Okun focuses her practice on counseling nonprofit and tax-exempt organizations and on estate planning for high net-worth families. Given her knowledge of and experience with tax law, Okun helps nonprofit and tax-exempt organizations of all shapes and sizes navigate all tax and governance aspects of their organizations and operations. Okun has extensive experience counseling large tax-exempt organizations, including colleges and universities, health systems, and company and family foundations, regarding governance, structuring, and compliance matters. Further, she guides them through the nuances of joint ventures, fundraising, endowment fund strategies, charitable and planned giving program criteria, commercial coventures, and working with donors.