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Policy Issue Brief: Donor-Advised Funds
A key policy issue for the Forum is Donor-Advised Funds.
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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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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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Nonprofit Community COVID-19 Stimulus Letter
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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Letter to Congress - Include Nonprofits in Coronavirus Package
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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Philanthropy Day of Action - Charitable Act Engagement Toolkit
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 on October 4th in support of the Charitable Act.
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2022-2023 Process to Review Forum Member Dues Structure
The Forum has recently undertaken a review process of our membership dues structure.
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Membership Peer Community Benchmarking Tool
A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
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Legacy IRA Legislation Summary
A high-level summary of the recently pass Legacy IRA Provisions in Secure 2.0, some key messages/talking points, and general FAQs.