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Policy Update: June 5, 2019

Release Date: 
06/05/2019

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 latest developments in the census citizenship question case before the Supreme Court, new research on charitable giving policies, and information on how to submit a public comment on a proposed change to how the government measures poverty.  

News

Policy Update: March 27, 2019

Release Date: 
03/27/2019

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, the House Ways and Means hearing on the 2017 tax law, and proposed legislation from Senator Wyden on charitable donations to colleges and universities. 

UNITE Nonprofit + Grantmaker Conference

After convening our sold out annual conference in 2022, the Alliance of Arizona Nonprofits + Arizona Grantmakers Forum is excited to announce that the 2023 UNITE Nonprofit + Grantmaker Conference will be hosted at the newly-renovated Mesa Convention Center.

Fundamentals of Trust-Based Philanthropy: Session 1 of 2

Arizona Grantmakers Forum and the Trust-Based Philanthropy Project are pleased to announce a 2-part webinar series for funders on the fundamentals of Trust-Based Philanthropy. In this series, we’ll explore why this approach has gained so much traction, how it can catalyze learnings and impact, and what it actually looks like in practice. 

Fundamentals of Trust-Based Philanthropy: Session 2 of 2

Arizona Grantmakers Forum and the Trust-Based Philanthropy Project are pleased to announce a 2-part webinar series for funders on the fundamentals of Trust-Based Philanthropy. In this series, we’ll explore why this approach has gained so much traction, how it can catalyze learnings and impact, and what it actually looks like in practice. 

Resource

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. 

Grantee Inclusion Workshop

Join Grantmakers for Effective Organizations, Arizona Grantmakers Forum, and Philanthropy Southwest for the Grantee Inclusion Workshop December 5-7, 2017 in Phoenix, AZ.

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