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PolicyWorks Institute & Foundations on the Hill 2019

When: 
Sunday, March 10, 2019 to Wednesday, March 13, 2019
Where: 
Washington, DC
Liaison Capitol Hill DC, 415 New Jersey Avenue NW
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Foundations on the Hill 2019

March 11-13, 2019

Liaison Capitol Hill DC

Foundations on the Hill (FOTH) is a two-day event that brings together hundreds of foundation leaders from across the country to meet with Congress to discuss issues of critical importance to philanthropy. FOTH is the one time each year when philanthropy speaks with a strong, collective voice on Capitol Hill.

With January 2019 marking the start of the 116th Congress with new congressional leadership, #FOTH19 is timed perfectly to help current and new elected officials understand the value of philanthropy to the social and economic fabric of our country, and to stress the importance of philanthropy and government working as equal partners at the table to ensure the continued health of our sector.

Presented by United Philanthropy Forum in partnership with Alliance for Charitable Reform, Foundations on the Hill aims to inform and educate Congress about philanthropy; create visibility for philanthropy on Capitol Hill; advocate on issues affecting foundations and communities; and encourage Congress to view foundations as a resource and partner on key public policy issues. The Alliance for Charitable Reform's Leadership Breakfast will be held as part of Foundations on the Hill. 

Foundation trustees and staff participating in Foundations on the Hill will work with your regional or national philanthropy serving organization to schedule meetings on Capitol Hill. We welcome seasoned FOTH participants and newcomers alike. You’ll receive all the training and support you’ll need through the Delegation Captain for your state or region, who can also answer any questions you may have about your delegation’s participation in FOTH. All Delegation Captains represent Forum members.

Foundations on the Hill is for members of United Philanthropy Forum and their foundation members. Foundations who are not members of a national or regional philanthropy serving organization within the Forum are also welcome to participate and will be assigned to a delegation from their region by the Forum.

Be sure to join us on March 11-13 for the most important advocacy event for philanthropy on Capitol Hill in 2019: Foundations on the Hill 2019.

Foundations on the Hill is sponsored by U.S. Trust. We are thankful for their support of this event to bring philanthropy's key policy issues front and center on Capitol Hill. 

FOTH Registration is $175 per person

PolicyWorks Institute 2019

March 10-11, 2019

Liaison Capitol Hill DC

United Philanthropy Forum’s PolicyWorks Institute is the primary opportunity for regional and national philanthropy-serving organizations (PSOs) to take a “deep dive” together over several days to strengthen their policy and advocacy work.

PolicyWorks Institute is for members of United Philanthropy Forum who work on advocacy and policy issues for their PSO or are interested in building skills and capacity in this arena and for foundations that belong to PSOs that are focused on advocacy and public policy as funders or serve on the board of a PSO policy committee.

Join the policy staff from regional and national PSOs and their foundation members to enhance your organization's capacity to engage more effectively in advocacy, public policy and government relations work. You’ll experience plenary sessions to inspire and inform your policy work, concurrent sessions to help build your skills for engaging in policy, and many opportunities to share and connect with your peers. Be sure to join your PSO policy colleagues in DC this March for #PWI19.

Registration is $195 per person

Questions?

Please contact Matt Hennessy, Senior Manager of Policy (202-759-6920), with any questions.

Sunday, March 10, 2019

12:00 - 5:00 pm
Registration Open
Details

Liaison Hotel, The Metropolitan Room Lobby (Main Level)

Come pick up your name badge and other materials at the registration desk.

2:00 pm
Opening of PolicyWorks Institute
Details

Welcome by David Biemesderfer

2:10 - 3:30 pm
Messaging Your Policy Work: How to Communicate Impact and Success
Details

In policy work, progress is often incremental and credit is widely shared – making it challenging to claim and communicate victories to key audiences with a stake in your success. This workshop will explore tips and techniques for identifying, framing, and delivering success stories to the audiences most crucial to your organization’s continued impact.

3:30 - 3:45 pm
Break

3:45 - 5:00 pm

Concurrent Sessions

  • The Building Blocks of Policy Work: How Your PSO or Foundation Can Engage
  • Designing and Building Policy: How the Sausage Gets Made!
Details
The Building Blocks of Policy Work: How Your PSO or Foundation Can Engage

The universe of ways for PSOs and foundations to influence public policy is expansive. Importantly, there are also limitations on these activities based on each organization’s IRS categorization. This conversation will present the various ways that the philanthropy sector affects policy and tools they utilize to do so. We will unpack what “policy” means, dispel myths about how the philanthropy sector can support advocacy, clarify the rules for advocacy and lobbying, and examine how to choose the right approach to most effectively achieve your policy goals.

Designing and Building Policy: How the Sausage Gets Made!

5:00 - 5:30 pm
Report Outs from Concurrent Sessions

5:30 - 7:00 pm
Cocktails

7:00 pm
Dine Arounds
Details

Join your PolicyWorks friends for dinners at local restaurants.

 

Monday, March 11, 2019

7:30 am
Registration Open
Details

Liaison Hotel, The Metropolitan Room Lobby (Main Level)

Come pick up your name badge and other materials at the registration desk.

8:00 - 9:00 am
Breakfast

9:00 - 10:30 am
Census 2020 Case Study – A Model for Issue-Based Policy and Advocacy Work
Details

The work that philanthropy is leading to prepare for Census 2020 serves as an excellent case study on how the philanthropy sector can influence and partner on policy and advocacy work to improve key outcomes. This session will share the lessons learned, so far, from this process in order to apply them to future advocacy on other issues that philanthropy invests in.

10:30 - 11:00 am
Break

11:00 am - 12:15 pm
Micro Talks
Details

Micro Talks invites five expert speakers to each present on a topic of interest for five minutes. Participants then discuss these topics further. The session will end with time for an all-group discussion.

12:15 - 1:15 pm
Networking Lunch

1:15 - 3:15 pm
Using Human Centered Design to Investigate the Challenges of Policy Work
Details

This session promotes group exchange and discussion on the various challenges that PSO’s and foundations face when working to influence public policy. The session utilizes human centered design to guide the conversation and ideation.

3:15 - 3:45 pm
Break

3:45 - 5:00 pm
  • Policy Champions: How Philanthropy Can Activate and Influence Policymakers
  • Orientation for New FOTH Participants
Details
Policy Champions: How Philanthropy Can Activate and Influence Policymakers

It is a critical time for philanthropy to regroup and reassess how we educate and activate policymakers on both sides of the aisle. This session will discuss strategies to more effectively influence policymakers to view the philanthropy sector as a key ally in their work. The goal is to better understand how to harness the voice and resources of philanthropy to ensure policies are put into place that both support the sector as a whole and support the issues and populations philanthropy invests in.

Orientation for New Participants

What to Expect on the Hill

Hear from seasoned Hill staff about what they are thinking when they meet with constituents and what they want to hear from you. This session will discuss how to utilize the time you have with Congressional staff to convey your message and gain their understanding and support.

How to Run Effective Hill Meetings

What is the secret sauce for having a successful Hill meeting? This conversation will provide tips and advice from seasoned FOTH participants on how to get the most out of your meetings with members of Congress.

5:00 - 5:15 pm
Policy Update Meeting for Delegation Captains

5:00 - 7:00 pm
PolicyWorks Institute Closing/Foundations on the Hill Opening Reception

Monday, March 11, 2019

3:00 - 7:00 pm
Registration Open
Details

Liaison Hotel, The Metropolitan Room Lobby (Main Level)

Come pick up your name badge and other materials at the registration desk.

3:30 - 5:00 pm
Hill Visits: What to Expect and What to do?

5:30 - 7:00 pm
Foundations on the Hill Opening Reception

 

Tuesday, March 12, 2019

7:30 am
Registration Open
Details

Liaison Hotel, The Metropolitan Room Lobby (Main Level)

Come pick up your name badge and other materials at the registration desk.

8:00 - 9:30 am
Alliance for Charitable Reform Leadership Summit Breakfast
Details

Liaison Hotel, The Metropolitan Room Lobby (Main Level)

In preparation for Hill visits, Alliance for Charitable Reform will host a breakfast and bring in top Hill staffers to share their insights on the 2019 session.

10:00 am - 5:00 pm
Hill Visits

6:00 - 9:00 pm
Delegation Dinners

 

Wednesday, March 13, 2019

8:00 - 9:00 am
Breakfast & Hill Updates
Details

Breakfast will be served beginning at 8 am. Hill updates will begin at 8:30 am

9:00 am - 5:00 pm
Hill Visits

5:00 - 7:00 pm
Tentative: Reception hosted by the Council on Foundations (Time To Be Confirmed)

Thursday, March 14, 2019

Please note that some additional optional meetings may be scheduled on Thursday with Federal agencies or caucuses. Stay tuned for more details.

Meeting Hotel

Liaison Capitol Hill DC
415 New Jersey Avenue NW
Washington, DC 20001

The Liaison Capitol Hill: A Boutique Hotel in Washington, DC's Capitol Hill is located in the shadow of the Capitol Building and near Union Station, The Liaison Capitol Hill is close to all the historic landmarks and attractions Washington, DC has to offer. 

Our room block is now closed but the hotel still has availability (as of February 7) at its regular rate. 

Book Your Room

Alternate Hotels

There is no discounted rate available at these hotels for Institute or FOTH attendees.

Kellogg Conference Hotel at Gallaudet University

800 Florida Ave NE
Washington, D.C. 20002

The Kellogg Conference Hotel is located on the historic campus of Gallaudet University in northeastern Washington DC, approximately 1.5 miles from Capitol Hill and 2 miles from the National Mall.  A complimentary shuttle to Capitol Hill is available for hotel guests.

The Phoenix Park Hotel

520 N. Capitol St NW
Washington, DC 20001

The Phoenix Park Hotel is minutes from the U.S. Capitol, Union Station, Smithsonian, Washington Monument and many more attractions along the National Mall.  It is a three–block walk from the Liaison Capitol Hill Hotel.

 

United Philanthropy Forum offers several unique sponsorship opportunities in 2019 to show your support for the philanthropic sector and reach more than 300 philanthropy leaders from across the country.

To find out more, review our Institute and Foundations on the HIll Sponsorship Packet.

Ready to introduce your organization to the Forum Network? Contact Maggie Osborn at (202) 386-6426.


Presenting Sponsor

Leadership Summit Breakfast Partner

PolicyWorks Institute Supporting Sponsor

FOTH Policy Updates - February 2019

Wednesday, February 13, 2019 -
3:00pm to 4:00pm
Webinar

Hear from our policy experts on what key messages are being developed for legislative issues important to philanthropy and learn about how we can be most effective during our Hill visits by targeting key relationships and building our collective and state strategies.

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FOTH Policy Updates - January 2019

Wednesday, January 16, 2019 -
3:00pm to 4:00pm
Webinar

Hear from our policy experts on what key messages are being developed for legislative issues important to philanthropy that are in play and hear about how we should target key relationships and build our collective and state strategies to be most effective during our Hill visits.

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2019 FOTH Launch Webinar

Wednesday, December 5, 2018 -
3:00pm to 4:00pm
Webinar

Join your colleagues to launch our efforts to organize FOTH 2019.  Delegation Captains will receive updates and re-orientation on timelines, preparation, materials, issue prep and logistics for FOTH 2019 which will take place in Washington DC March 11-13, 2019. 

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FOTH and PolicyWorks Institute Orientation Webinar

Wednesday, November 14, 2018 -
3:00pm to 4:00pm
Webinar

First-time and newer FOTH delegation captains should join this webinar to learn more about the history of FOTH and PolicyWorks Institute, what it takes to bring a group of your members to the Hill to represent philanthropy, and the issues important to your members in meetings with your state representatives. 

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State Contacts for Foundations on the Hill

Publication date: 
November, 2017

Interested in learning more about Foundations on the Hill? Please use the list below to find your state and the contact information for who to get in touch with for further information.

Alabama
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
Alaska
Meredith Higashi
Philanthropy Northwest
mhigashi@philanthropynw.org
206-812-7690
 
Arizona
Laurie Liles
Arizona Grantmakers Forum
lliles@azgrantmakers.org
602-977-2756
 
Arkansas
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
California
Seyron Foo
Philanthropy California
seyron@socalgrantmakers.org
213-680‐8866
 
Colorado
Joanne Kelley
Colorado Association of Funders
jkelley@coloradofunders.org
720-842-7209
 
Connecticut
Karla Fortunato
Connecticut Council for Philanthropy
kfortunato@ctphilanthropy.org
860-525-5585
 
Delaware
Cynthia Pritchard
Philanthropy Delaware
cynthia@philanthropydelaware.org
(302) 588-1342
 
Florida
Geula Ferguson
Florida Philanthropic Network
geula@fpnetwork.org
813-983-7397
 
Georgia
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
Hawaii
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a Hawaii delegation.
 
Idaho
Meredith Higashi
Philanthropy Northwest
mhigashi@philanthropynw.org
206-812-7690
 
Illinois
Bryan Zarou
Forefront
bzarou@myforefront.org
312-327-8911
 
Indiana
Becky Honeywell
Indiana Philanthropy Alliance
bhoneywell@inphilanthropy.org
317-630-5200
 
Iowa
Kari McCann Boutell
Iowa Council of Foundations
kmccann@iowacounciloffoundations.org
515-989-118
 
Kansas
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a Kansas delegation.
 
Kentucky
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
Louisiana
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
Maine
Barbara Edmond
Maine Philanthropy Center
barbara@mainephilanthropy.org
(207) 780-5039
 
Maryland
Vic Valentine
Association of Baltimore Area Grantmakers
vvalentine@abagrantmakers.org
410-727-1205 x1206
 
Massachusetts
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a Massachusetts delegation.
 
Michigan
Debbie McKeon
Council of Michigan Foundations
dmckeon@michiganfoundations.org
616-850-2134
 
Minnesota
Bob Tracy
Minnesota Council on Foundations
btracy@mcf.org
612-335-3558
 
Mississippi
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
Missouri
Deb Dubin
Gateway Center for Giving
deb.dubin@centerforgiving.org
314-621-6220
 
Montana
Meredith Higashi
Philanthropy Northwest
mhigashi@philanthropynw.org
206-812-7690
 
Nebraska
Traci Bruckner
Sustainable Agriculture & Food Systems Funders
traci@safsf.org
402-360-2109
 
Nevada
Lauren Haskins
Philanthropy Southwest
lauren@philanthropysouthwest.org
214-740-1787
 
New Hampshire
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a New Hampshire delegation.
 
New Jersey 
Theresa Jacks
Council of New Jersey Grantmakers
tjacks@cnjg.org
609-341-2022 ext. 4217
 
New Mexico
Lauren Haskins
Philanthropy Southwest
lauren@philanthropysouthwest.org
214-740-1787
 
New York
Corinne Ribble (Upstate NY)
NY Funders Alliance
corinne@nyfunder.org
585-232-2380
 
New York
Jo Christine Miles (NYC Metro Region)
Philanthropy New York
jmiles@philanthropynewyork.org
212-714-0699
 
North Carolina
Sarah Mann Willcox
North Carolina Network of Grantmakers
swillcox@ncgrantmakers.org
919-967-7410
 
North Dakota
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a North Dakota delegation.
 
Ohio
Claudia Y. W. Herrold
Philanthropy Ohio
cherrold@philanthropyohio.org
614-224-1344
 
Oklahoma
Lauren Haskins
Philanthropy Southwest
lauren@philanthropysouthwest.org
214-740-1787
 
Oregon
Meredith Higashi
Philanthropy Northwest
mhigashi@philanthropynw.org
206-812-7690
 
Pennsylvania
Barbara Sieck Taylor
Grantmakers of Western Pennsylvania
btaylor@gwpa.org
412-471-6488
 
Rhode Island
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a Rhode Island delegation.
 
South Carolina
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
South Dakota
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a South Dakota delegation.
 
Tennessee
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
Texas
Lauren Haskins
Philanthropy Southwest
lauren@philanthropysouthwest.org
214-740-1787
 
Utah
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a Utah delegation.
 
Vermont
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a Vermont delegation.
 
Virginia
Matthew Evans
Southeastern Council of Foundations
matthew@secf.org
404-524-0911
 
Washington
Meredith Higashi
Philanthropy Northwest
mhigashi@philanthropynw.org
206-812-7690
 
Greater Washington, DC Region
Please contact Matt Hennessy at United Philanthropy Forum if you are interested in participating in a DC delegation.
 
West Virginia
Paul D. Daugherty
Philanthropy West Virginia
paul@philanthropywv.org
304-517-1450
 
Wisconsin
Amanda Buckley
Wisconsin Philanthropy Network
abuckley@wiphilanthropy.org
262-317-6000
 
Wyoming
Meredith Higashi
Philanthropy Northwest
paul@philanthropywv.org
206-812-7690
 
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Census 2020

Publication date: 
10/2018

It is difficult to overstate the importance of a fair and accurate census count. When census information is not accurate, it threatens to muffle the voices of undercounted groups and regions, and undermine the basic political equality that is central to our democracy.

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Charitable Deduction

Publication date: 
02/2017

2017 marked the 100th anniversary of the charitable deduction. Since 1917, the federal charitable tax deduction has provided a tax deduction for donations made to nonprofit organizations by taxpayers who itemize their tax returns, roughly one-third of all Americans. See the Forum's position and resources on this issue.

Donor Advised Funds

Publication date: 
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Donor advised funds are powerful tools – both for average people who want to make lasting commitments to their communities, as well as those with significant financial resources who are looking for an alternative to a private foundation. See the Forum's position and resources on this issue.

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Policy Update: Johnson Amendment

Publication date: 
03/2017

United Philanthropy Forum supports the continued full enforcement of current law that prohibits 501(c)(3) charitable organizations from endorsing, opposing or contributing to political candidates and engaging in partisan campaign activities—also known as the “Johnson Amendment.” See our position and resources on this issue. 

Simplification of the Excise Tax

Publication date: 
01/2017

A uniform excise tax rate would increase funds available for local communities by freeing private foundations from the administrative task of calculating the amount of additional eligible expenditure needed to qualify for the lower 1% rate. See the Forum's position and resources on this issue.

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Congressional Staff Roles

Publication date: 
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Endowed Philanthropy

Position statements made by philanthropy-serving organizations in defence of endowed philanthropy.

Homelessness 

Visit Funders Together to End Homelessness to learn more about how philanthropy can help advance solutions that will prevent and end homelessness in our country.

Immigration & Refugee Resources

Visit the website of Forum Member Grantmakers Concerned with Immigrants and Refugees. Their site provides up-to-date resources and information to help you understand the issues and take action.