Public Policy Resources

United Philanthropy Forum’s Charitable Act Engagement Toolkit is designed to assist member-PSOs with the promotion of the Philanthropy Day of Action and to guide PSOs and their members’ advocacy efforts in support of the Charitable Act.

United Philanthropy Forum's 2023 Congressional Recess Guide contains information for PSOs and their member advocates to make the most out of the Congressional recess period, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.

A growing collection of PSO public policy and advocacy agendas. These examples are intended to inform members' public policy and advocacy work, and assist PSOs seeking to coordinate with peers around policy issues, advocacy, and mobilization.

An updated our public policy brief for the Universal Charitable Deduction (UCD) is now available. The brief details the history of the charitable deduction, and includes updated information and talking points relevant to the 118th Congress.

These principles will help the Forum lead and advocate on behalf of the sector, address systemic inequities, and identify practical public policy solutions that catalyze a just and equitable society where all can participate and prosper.

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act (P.L. 117- 328), which include the 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.

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.