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Requirements Gathering
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
Blog
The newly released Giving USA 2023 report provides continued cause for concern about our nation’s ongoing decline in charitable giving from individuals and in the number of individual givers. These data lend more urgency for the need to pass the Charitable Act, which would incentivize millions more Americans to give and support their communities—not just the shrinking number of Americans who itemize their taxes.
Resource
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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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.
News
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for April 12, 2024.
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A high-level summary of the recently pass Legacy IRA Provisions in Secure 2.0, some key messages/talking points, and general FAQs.
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Forum Comment Letter to Treasury regarding proposed regulations impacting donor-advised funds.
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Text of The Charitable Act, introduced by Senators James Lankford (R-OK) and Chris Coons (D-DE).
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Letter from a group of members of the Charitable Giving Coalition, including the Forum, asking Congress to include DAFs in relief legislation.
Resource
On March 7, a bi-partisan group of 11 members of the U.S. House of Representatives Committee on Ways and Means signed a letter regarding donor-advised funds. In a "Dear Colleague" letter to their fellow lawmakers, the members express concerns about proposals that would restrict DAFs, as well as private foundations, such as the ACE Act, S. 1981/H.R. 6595.
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