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Policy Issue: Universal Charitable Deduction
A key policy issue for the Forum is the Universal Charitable Deduction.
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A key policy issue for the Forum is the Universal Charitable Deduction.
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This week, United Philanthropy Forum joined partner organizations in sending a letter to the leaders of the House Ways and Means Committee expressing concerns about the potential impact recently introduced bills could have on the charitable sector.
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While this has been a historically unproductive Congress with the fewest bills being signed into law in decades, there has been oversight activity and marker bills being introduced that could fundamentally impact the philanthropic and charitable sector if passed.
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A bipartisan group of 33 House Ways and Means members wrote a letter to Treasury Secretary Janet Yellen urging reconsideration of the IRS' proposed donor-advised funds (DAFs) regulations.
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This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
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United Philanthropy Forum's Philanthropy Day of Action Resources page includes important links, social media graphics, logos, and other resources for member-PSOs to use in promoting the October 4th Day of Action for the Charitable Act to their foundation members. It also includes graphics for advocating on the Day of Action to post online and ask Members of Congress to co-sponsor the Charitable Act, or thank them for their support.
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