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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.
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As the coronavirus continues to spread in the country, organizations have actively created resources to address the impact of the virus. We've collected how organizations are responding with resources and programming that aims to provide insight during this time.
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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.
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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.
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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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Philanthropic and Charitable Sector letter to Congress in support of the John Lewis Voting Rights Advancement Act.
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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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