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Policy Update: September 11, 2019

Release Date: 
09/11/2019

Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector.

Topics in the latest update include information on a proposed rule from the IRS to alter donor disclosure regulations, the history of the charitable deduction, Opportunity Zones, and the 2020 Census. 

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Policy Update: June 19, 2019

Release Date: 
06/19/2019

Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector.

Topics in the latest update include the 2020 Census get out of the count efforts, UBIT repeal, and the latest report on 2018 charitable giving statistics. 

News

Policy Update: April 10, 2019

Release Date: 
04/10/2019

Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector.

Topics in the latest update include the 2020 census and the proposed citizenship question, new nonprofit legislation and a study from the Joint Economic Committee, and member updates on donor-advised fund legislation in California and the new Endow Mississippi tax credit in Mississippi. 

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Policy Update: January 2, 2019

Release Date: 
01/02/2019

Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. Topics in the latest update include information about Foundations on the Hill (FOTH) and PolicyWorks Institute, the House rules package, updates on preparations for the 2020 census, and the government shutdown. 

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Policy Update: December 19, 2018

Release Date: 
12/19/2018

Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. Topics in the latest update include tax reform, the Johnson Amendment, unrelated business income tax on fringe benefits, and Opportunity Zones. 

News

Policy Update: November 7, 2018

Release Date: 
11/07/2018

Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. Topics in the latest update include preparing for Foundations on the Hill and PolicyWorks Institute, PolicyWorks progress report, public charge proposed rule, state and local tax credits, and affordable housing ballot measures in California. 

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The Real Cost Project: Going Beyond Overhead at GEO 2016

Release Date: 
05/25/2016
Northern California Grantmakers along with San Diego Grantmakers and Southern California Grantmakers expanded the reach of our Real Cost Project work at the Grantmakers for Effective Organizations 2016 Conference in Minnesota last week.
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Letter Supporting Simplification of Private Foundation Excise Tax

Publication date: 
11/2019

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. 

Resource

Private Foundation Excise Tax Overpayment Data

Publication date: 
12/2019

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. 

2020 Funders Forum

Funders Together to End Homelessness is excited to announce our 2020 Funders Forum in Oakland, CA, held in conjunction with the National Alliance to End Homelessness’s Solutions for Individual Homeless Adults Conference. Join funders from across the nation for a day of focused learning and discussion around how funders can organize partners and communities to support evidence-based solutions and catalyze innovative practices, investments, and collaboration to end homelessness

Funding Hate: A Philanthropist’s Guide to Prevention

With such diverse structures as private foundations, donor-advised funds, and family foundations, whose responsibility is it to look into these questions and how do we make it practical through guidance, policies, and procedures? In this program, we will hear from key players across a variety of philanthropic and community perspectives who have contributed to the thinking about what philanthropy is called upon to do – and how to do it.

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