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'Public Policy Resources' overlaid on plaid of different shades of blue

Public Policy Resources

Featured Resource: Legacy IRA Legislation Summary

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act (P.L. 117- 328), which included Division T (SECURE 2.0 Act of 2022). The new law includes a modified version of the Legacy IRA Act to enhance and expand the IRA Charitable Rollover.

This document is a high-level summary of this change in law, some key messages/talking points, and general FAQs.

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Featured Resource: A Guide to Advocacy

An overview of how foundations and their grantees can participate in advocacy developed by member of the Forum District to D.C. Advocacy Network.

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2022 Congressional August Recess Guide

United Philanthropy Forum's 2022 Congressional 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.

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Public Policy Principles 2021-2022

These principles will help the Forum address racial inequities via public policy, advocate on behalf of the sector, identify and pursue partnership opportunities, and strengthen relationships with the United States Congress, federal agencies, state and local officials, and other nonprofit organizations while increasing visibility of the Forum among government officials and strategic partners.

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Responding to COVID-19: Public Policy Resources

In the wake of the COVID-19 pandemic, the United States Congress has passed legislation providing aid and relief to the economy, businesses, nonprofits, and the American people. Visit this page to find specific information about each bill, how the bill may impact the sector, and what the Forum is doing to keep members engaged and informed.

Access COVID-19 Public Policy Resources

Public Policy Updates & Alerts

Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for October 14, 2022.
Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for September 29, 2022.
Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for September 16, 2022.
Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for July 8, 2022.
Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for May 2, 2022.

Letters & Communications to Elected Officials

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."
On June 9, 2020, Philanthropy Ohio President Deborah Aubert Thomas and Chief Communication & Public Policy Officer Claudia Y.W. Herrold submitted a letter to the office of Ohio State Senator Dave Burke of the Ohio Senate Health, Human Services, and Medicaid Committee, expressing support for...
Senator Jack Reed (D-RI) and Representative Brenda Lawrence (D-MI) sent a letter to Steven Dillingham, the Director of the Census Bureau, requesting that the agency moves swiftly to ramp up census preparations.
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)
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).

Policy Issue Briefs and Statements

United Philanthropy Forum sends letter to House Ways & Means and Education & Labor, supporting Secure 2.0 legislation, that includes a Legacy IRA provision.
Coalition letter from 56 groups to House Ways & Means and Education & Labor, supporting Secure 2.0 legislation, that includes a Legacy IRA provision.
On March 7, a bi-partisan group of 11 members of the U.S. House of Representatives Committee on Ways and Means singed a letter regarding donor-advised funds. In a "Dear Colleague" letter to their fellow lawmakers, the members express concerns about proposals that would restrict DAFs as well as private foundations, such as the ACE Act, S. 1981 / H.R. 6595 .
Philanthropic and Charitable Sector letter to Congress in support of the John Lewis Voting Rights Advancement Act.
Updated nonprofit coalition statement on advancing racial equity and justice.