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Membership Agreements
Listserv compilation about membership contracts and agreements from the AllCEO listserv.
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Listserv compilation about membership contracts and agreements from the AllCEO listserv.
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.
Event
Foundations on the Hill is the largest annual public policy and advocacy conference dedicated solely to the philanthropic sector.
Resource
Listserv compilation about how PSOs are onboarding new members.
Resource
The Forum's Public Policy Portfolio includes a decision filter for members to use when considering whether and what action to take regarding a public policy issue.
Resource
The Forum's Public Policy Portfolio includes a glossary of key terms for public policy and advocacy.
Resource
Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712. This bill would require the Attorney General to develop reporting regulations related to donor-advised funds (DAFs) at an account-by-account level, departing from the current practice, already in place. The fund-by-fund disclosure required by the bill would likely lead to the disclosure of donor identify and/or private donor information.
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United Philanthropy Forum's 2023 Congressional Recess Guide contains information for PSOs and their member advocates to make the most out of the Congressional recess period, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.
Resource
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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