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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.
Event
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
Event
In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
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 May 10, 2024.
Resource
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.
Resource
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.
Event
Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
Resource
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.
Resource
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.
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 26, 2024.
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