The Forum's Public Policy Portfolio includes a glossary of key terms for public policy and advocacy.
A high-level summary of the recently pass Legacy IRA Provisions in Secure 2.0, some key messages/talking points, and general FAQs.
Fact sheet and FAQs regarding Secure 2.0 Legislation, from Cresendo Interactive.
Details on the key roles of Advocacy Team Leads (formerly delegation captains) during Foundations on the Hill.
Sample handouts and leave behind packets developed for Foundations on the Hill.
A key policy issue for the Forum is the Universal Charitable Deduction.
A key policy issue for the Forum is Voting Rights.
A key policy issue for the Forum is Donor-Advised Funds.
A key policy issue for the Forum is the Legacy IRA Act.
Speadsheet and contact information for members of the Senate Finance Committee and House Ways and Means Committee in the 117th Congress.