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Policy Issue Brief: Donor-Advised Funds
A key policy issue for the Forum is Donor-Advised Funds.
Event
KM Office Hours - Exploring the New Forum Drupal Website Part I: 5/1/24
Join us to explore the new Forum Drupal 9/10 Website together. We will also discuss our process - everything from project management to user testing and our lessons learned!
Event
KM Office Hours - Exploring the New Drupal Website Pt. II: 5/15/24
Join us for Office Hours Programming in May!
News
Philanthropy + Policy Update: May 10, 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 May 10, 2024.
Resource
Treasury DAF Hearing Transcript
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
Philanthropy + Policy Institute 2024
The Philanthropy + Policy Institute is designed to cultivate and reinforce the public policy skill set of PSO leaders, staff, and their foundation members, uplifting a strategic and collective approach toward advocacy, public policy, and government relations.
Philanthropy Event
Practice and Purpose of Policy: A Training for Community Foundation Leaders
Resource
Treasury Hearing Agenda: Proposed Regulations on DAFs
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.
Resource
Best Practices for Managing Salesforce Duplicates
This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.