Coalition letter from 56 groups to House Ways & Means and Education & Labor, supporting Secure 2.0 legislation, that includes a Legacy IRA provision.
IRA Charitable Rollover
Sample communications from regional philanthropy networks and their grantmaker members to Members of Congress encouraging an end to the prohibition for Donor Advised Funds in the IRA Charitable Rollover.
Sample materials from regional associations developed to engage their members in policy issues. Materials range from webinar invites to one-pager info sheets covering topics such as the Charitable IRA Rollover, education reform, and mental health reform.
Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for September 16, 2022.
Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for July 8, 2022.
More than 250 philanthropy leaders from across the nation are gathering on Capitol Hill starting today to urge lawmakers to value and strengthen charitable giving in America.
Paul Daugherty is the President of Philanthropy West Virginia, the statewide professional association of private, family, corporate, community and public foundations.In this interview, Paul discusses philanthropy in West Virginia, Foundations on the Hill, throwing a good party, and the value of the Forum Network. Regarding this week's Foundation's on the Hill, Paul said, "With our Members of Congress our key issues are advocating on behalf of tax policies regarding the IRA Rollover Act becoming permanent in the tax code as well as the simplification of the excise tax on foundations. Those components are so important, especially to rural America, which we represent."
Last week, the United States House of Representatives passed the bipartisan "American Gives More Act of 2014," a legislative package that makes the IRA charitable rollover permanent and simplifies the excise tax on private foundations, both positions supported by many regional associations.
United Philanthropy Forum's 2022 Congressional August Recess Guide contains information for PSOs to make the most out of the August recess, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.