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Philanthropy + Policy Update: April 12, 2024
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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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.
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Forum Comment Letter to Treasury on Proposed DAF Regulations - Feb. 2024
Forum Comment Letter to Treasury regarding proposed regulations impacting donor-advised funds.
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The Charitable Act
Text of The Charitable Act, introduced by Senators James Lankford (R-OK) and Chris Coons (D-DE).
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COVID-19 DAF Letter to Congress
Letter from a group of members of the Charitable Giving Coalition, including the Forum, asking Congress to include DAFs in relief legislation.
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House Ways and Means DAF Dear Colleage Letter - March 2022
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.
News
Philanthropy + Policy Update: October 13, 2023
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 October 13, 2023.