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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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A key policy issue for the Forum is Donor-Advised Funds.
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A key policy issue for the Forum is the Universal Charitable Deduction.
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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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In this website how-to video, we review how to use the member directory to find out more about Forum members. Forum members have access to the full directory including organization and contact details so don't forget to log in.
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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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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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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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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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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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