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Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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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 key policy issue for the Forum is Donor-Advised Funds.
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On May 6th and 7th, the U.S. Department of the Treasury and the IRS hosted hearing in response to comments it received on proposed DAF regulations. United Philanthropy Forum Senior Director of Public Policy Matthew L. Evans joined over 30 different speakers and testified during the hearing.
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In response to the recent comments the U.S. Department of the Treasury received on proposed DAF regulations, the department released a notice of hearing on “proposed regulations regarding excise taxes on taxable distributions made by a sponsoring organization from a donor-advised fund (DAF), and on the agreement of certain fund managers to the making of such distributions.” On Monday, April 29th, Treasury published the agenda and list of confirmed speakers who will participate in the hearing, including Forum Senior Director of Public Policy Matthew L. Evans.
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As the coronavirus continues to spread in the country, organizations have actively created resources to address the impact of the virus. We've collected how organizations are responding with resources and programming that aims to provide insight during this time.
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On March 18, 2020, the Forum signed on to a second letter that asks Congress to provide an infusion of $60 billion in capital to America’s charitable nonprofits to maintain operations, expand scope to address increasing demands, and stabilize losses from closures throughout the country.
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On March 12, 2020, the Forum signed on to a letter to Congressional offices outlining why nonprofits must be included in COVID-19 stimulus package legislation. This letter highlighted practical policy examples and solutions for Members of Congress to think about when drafting legislation. On March 14, 2020, the House passed H.R. 6201 that ensured that nonprofits can use a tax credit to offer paid leave for their employees-one of the requests in the letter.
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The Forum's public policy staff compiled this resource page featuring member policy and advocacy agendas to help coordinate and inform the work of the District to D.C. Advocacy Network.
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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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