On June 22, 2020, the Forum submitted comments encouraging the Federal Reserve System to include a loan forgiveness provision and not to exclude nonprofits with less than 50 employees in the Main Street Lending Program to provide access to credit for nonprofit organizations (which are often led by and serve communities of color, communities hardest hit by the COVID-19 pandemic).
Public Policy Resources
Charitable Giving Coalition submitted a letter to the Joint Economic Committee in regards to a June 9, 2020 hearing, "Supporting Charitable Giving During the COVID-19 Crisis."
Independent Sector submitted written testimony to the Joint Economic Committee on June 9, 2020. The testimony was submitted for the hearing "Supporting Charitable Giving during the COVID-19 Crisis."
Charitable Giving Coalition letter to House Ways Means Chairman, Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX), urging support for stronger charitable giving incentives in the next COVID-19 legislative package.
Letter from a group of members of the Charitable Giving Coalition, including the Forum, asking Congress to include DAFs in relief legislation.
Use this resource as talking points for your Hill meetings at FOTH. The document includes suggested topics and messages to deliver to your members of Congress to ensure that all delegations are speaking with one voice about the issues that impact the sector.
Send this two-pager in advance of a Hill meeting to preview the topics you wish to discuss or provide it at the end of the Hill meeting as part of your leave-behind packet.
The UBIT Coalition, of which United Philanthropy Forum is a member, created this template letter for organizations to use to reach out to their members of Congress to request immediate repeal of the tax on nonprofit parking and transit benefits – Internal Revenue Code Section 512(a)(7).
United Philanthropy Forum submitted public comments to the Internal Revenue Service (IRS) in response to the proposed rule which would roll back donor reporting requirements for certain nonprofits. (Guidance Under section 6033 Regarding the Reporting Requirements of Exempt Organizations)
This document, created by The Ross Foundation and Philanthropy West Virginia, is a data tool to assess the historic level of overpayment of the excise tax at 2%. The data goes back to the early 2010s. The document shares the high points of the dollar levels nationally and then for a few sample states. Please note this does NOT include the projected legal, accounting, and investment fees lost by foundations in trying to calculate the spend to make the 1% fee tier.
Presidential candidate Joe Biden released a plan to fund his educational goals by limiting the value of itemized deductions. This plan proposes a cap on the charitable deduction at 28 percent. The Charitable Giving Coalition, of which United Philanthropy Forum is a member, responded with a press release to encourage Vice President Biden to reconsider his proposal and instead support a universal charitable deduction.
The UBIT Coalition, of which United Philanthropy Forum is a member, submitted this letter to Congressional leadership asking them to repeal the changes to UBIT, Section 512(a)(7) and its 21-percent tax on qualified transportation fringe benefits that tax-exempt employers provide to employees.
United Philanthropy Forum and 21 philanthropy-serving organizations sent this letter to Speaker Pelosi, Republican Leader McCarthy, Chairman Neal, and Ranking Member Brady, as well as all other Representatives on the Ways and Means Committee, in support of simplifying the private foundation excise tax to a revenue-neutral, flat 1.39 percent.
The Charitable Giving Coalition sent this letter to all members of the House Ways and Means Committee. The Charitable Giving Coalition (CGC), a coalition of associations representing thousands of charitable and faith-based organizations across the country, strongly supports the enactment of a universal charitable deduction.
Charitable Giving Coalition one-pager with talking points on the Universal Charitable Deduction.
UBIT fact sheet created for the August 2019 Recess features background information, legislation information, and talking points.
Charitable deduction fact sheet created for the August 2019 Recess features background information, legislation information, and talking points.
United Philanthropy Forum's 2019 August Recess Guide contains information for PSOs to make the most out of the August recess, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.
Co-sponsors of the Charitable Giving Tax Deduction Act (H.R. 651), Representatives Chris Smith (R-NJ) and Henry Cuellar (D-TX), shared a Dear Colleague letter with their fellow representatives, encouraging them to support an above-the-line deduction for charitable donations.
A fact sheet of frequently asked questions on Treasury's SALT workarounds final rule.