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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.

With Congress now in Summer Recess, the Philanthropy + Policy Update will pause publication during the month of August and resume after Labor Day. If you have any questions during this period, please contact the Forum's Public Policy Team.

Highlights of This Edition

  • Resource Spotlight: Digital Congressional Recess Guide for Summer 2024
  • Bookmark This: Philanthropy + Policy Institute 2024 Registration to Open in August
  • Forum President & CEO: Giving Decline Shows Need for Charitable Act
  • Forum’s Matthew L. Evans Co-Authors Op-Ed on Building a More Inclusive Democracy

Key News + Announcements

Resource Spotlight: Digital Congressional Recess Guide for Summer 2024

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Forum Congressional Recess Guide Summer 2024 Cover Graphic Image of US Capitol Building and Sunset

Last week, United Philanthropy Forum launched our first-ever digital Congressional Recess Guide for Summer 2024. The digital guide is now available to PSOs and their foundation members in addition to a printable version on our website.

The Congressional Recess Guide features:

  • a fact sheet, talking points, and draft communications about the Charitable Act
  • templates for contacting lawmakers to schedule in-district meetings
  • tips, checklists, and scripts for conducting effective meetings, communications campaigns, and community engagement efforts

The Opportunity: Leveraging Momentum

During this year’s Congressional recess, PSOs and their foundation members have an opportunity to add to the momentum for the Charitable Act on Capitol Hill.

Since its introduction at Foundations on the Hill in 2023, United Philanthropy Forum has been a leading advocate of the Charitable Act, the bipartisan legislation which now has 64 cosponsors in the House and 23 cosponsors in the Senate.

The Window of Time: Act Now

The summer recess is an excellent opportunity to mobilize the Forum’s District to D.C. Advocacy Network of PSOs by meeting with elected officials in-district and informing them about community and sector legislative priorities, such as the Charitable Act.

Whether you have just a few minutes or ample time, this guide will provide examples of multiple ways to advocate this summer.

Dig into the digital guide or download the printable version today and ask your representatives to co-sponsor and pass the Charitable Act!

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Philanthropy + Policy Institute 2024 logo and image of the US Capitol

Philanthropy + Policy Institute 2024 Registration to Open in August

This month, registration will kick off for United Philanthropy Forum's Philanthropy + Policy Institute 2024, which is set to take place virtually on October 3rd.

The Policy Institute is the premier opportunity for sector leaders and advocates to learn together and bolster their policy and advocacy capacity. Formulated to cultivate and reinforce the public policy skill set of PSO leaders, staff, and their foundation members, #PPI2024 aims to foster a strategic and collective approach to advocacy, public policy, and government relations.

Save the date and look for the registration announcement and agenda rollout in the coming weeks!

Forum President & CEO: Giving Decline Shows Need for Charitable Act

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Deborah Aubert Thomas headshot

Last month, Forum President and CEO Deborah Aubert Thomas penned a statement encouraging sector leaders and advocates to ask their Members of Congress to co-sponsor, support, and pass the Charitable Act in light of Giving USA’s Report on Charitable Giving in 2023

She highlights the trend underscored by the newest data along with the Forum’s work in support of the bill, which would restore and expand the universal charitable deduction (UCD):

"In light of this evidence, where charitable giving has now declined for the second consecutive year, United Philanthropy Forum … urges lawmakers to co-sponsor, support, and pass the Charitable Act (H.R. 3435, S. 566) …

Since its introduction at Foundations on the Hill in 2023, United Philanthropy Forum has been a leading advocate of the Charitable Act… The revelation of this continued decline in giving indicates we have more work to do. The Forum recognizes the importance of the Charitable Act and will continue to advocate for the passage of this critical bill."

Read the full statement on the Forum’s new website.

Forum's Matthew L. Evans Co-Authors Op-Ed on Building a More Inclusive Democracy

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Matthew L. Evans Headshot

In July, Candid published an op-ed co-authored by Forum Senior Director of Public Policy and Nonprofit VOTE Board Vice Chair Matthew L. Evans and Nonprofit VOTE Executive Director Brian Miller.

In the piece, Evans and Miller write how philanthropic organizations and nonprofits can help more Americans participate in voting through nonpartisan voter engagement, highlighting the Philanthropy for Voter Engagement initiative, developed by Nonprofit VOTE in partnership with the Forum to share how foundations can support nonpartisan voter engagement and a more inclusive democracy. 

“With the 2024 elections fast approaching, once again, we’re seeing disparities in who votes and who doesn’t. These gaps distort our democratic process and the policy debates that flow from it. To address these challenges, many philanthropic and nonprofit organizations are embracing their nonpartisan role in the voter engagement space to help build a more inclusive democracy where all voices are heard.”

To learn more about this important work, you may read the op-ed on Candid’s website and share it with your networks on LinkedIn and X (formerly known as Twitter). 

Taxing Nonprofits Proposed as Offset for Cost of TCJA Renewal

In June, a white paper published by the prominent conservative think the Tax Foundation called for reforming the tax-exempt status of 501(c)(3)s as a way to address the federal deficit and/or offset the cost of extending the Tax Cuts and Jobs Act (TCJA) of 2017, which is set to expire in 2025.

In a recent Ways and Means Committee hearing continuing the committee’s scrutiny of the sector, Rep. Greg Murphy (R-NC) echoed the call for nonprofit tax reform.

The Forum is engaging lawmakers on Capitol Hill with sector partners and will help coordinate efforts ahead of and throughout the 119th Congress to educate Members about the impact of the sector and proposed reforms.

If you have questions and/or concerns about tax reform and the sector, 
contact Forum Senior Director of Public Policy Matthew L. Evans.

PSO Resources + Updates

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Forum Advocacy Network Logo with Graphic of US Capitol and Text Boxes

#ForumCon24 Throughline: PSOs as Catalysts for Advocacy + Action

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Nate Borek headshot

A common thread at #ForumCon24 was the crucial role PSOs play in strengthening, informing, convening, mobilizing, and supporting the philanthropic sector, especially to bolster collective action and systemic change via advocacy and public policy.

That is the takeaway for Nate Borek (they/them/theirs), Senior Public Policy Associate for the Forum. They wrote a post-conference blog highlighting how our 2024 Annual Conference in St. Louis brought together many network members focused on systems change to connect, learn, and engage in public policy and advocacy with their PSO colleagues from across the country.

Check out the full blog on our website to find out more about the #ForumCon24 experience.

Forum + ABFE Convened Fearless Fund Next Steps Briefing

Last month, in light of the ongoing Fearless Fund lawsuit, the Forum and ABFE, in close partnership with HIP, AAPIP, and NAP, hosted a comprehensive briefing to help PSOs organize sector collaboration aimed at supporting equitable grantmaking practices and broader racial equity and justice work.

The Forum and our partners are finalizing an engagement plan that allows PSOs and their foundation members to contribute to this important work in various ways through advocacy, action, and awareness.

A recording of the briefing, Fearless Fund Next Steps: PSOs, Advocacy, & Action, is available upon request.

If you have any questions about this topic and/or work, contact 
Senior Director of Public Policy Matthew L. Evans.

The Farm Bill and 2024 Election Year: PSO Advocacy Update

With the Farm Bill set to be renewed or extended later this year, the Forum and our public policy partners, the Bipartisan Policy Center (BPC), convened a July briefing to support PSO advocacy efforts seeking to inform the reauthorization process.

The briefing, The Farm Bill & 2024 Election Year: PSO Advocacy Update, highlighted the health and environmental equity implications of the bill, ways that PSOs can work together, the status of negotiations on Capitol Hill, and expert policy recommendations.

Explore the recording, slides, and additional resources on the Farm Bill update page.

Advocacy from Across the Forum Network

Funders Committee for Civic Participation Briefing on Combating Voter Disinformation

Funders Committee for Civic Participation (FCCP) is hosting a virtual event, Funders Briefing on Combating Voter Disinformation, on August 8th.

Drawing on direct experience combating disinformation related to elections and voting, advocates will present an overview of some of the biggest disinformation threats facing voters this election season and identify opportunities for funders to provide support.

Access the briefing page from FCCP.

Council of NJ Grantmakers Co-Hosting Inaugural Joint Policy Forum

The Council of New Jersey Grantmakers and the New Jersey Center for Nonprofits are hosting the 2024 Summer Joint Policy Forum on August 13th. The inaugural forum, Nonprofit and Philanthropic Champions for New Jersey, spotlights the sector as an essential partner to government entities.

The forum will cover current and emerging policy issues, the State budget, voter engagement, and ways to become more involved.

Peruse the policy forum event page for details.

Grantmakers for Education Conference Theme is Edu. for a Thriving Democracy

Grantmakers for Education’s 2024 Annual Conference theme is Education for a Thriving Democracy: Truth, Discourse and Transformation. Taking place October 16th - 18th, the conference aims to inspire attendees to sharpen their thinking about teaching, learning, civic participation, and equity in the democratic ideal.

Forum Senior Director of Public Policy Matthew L. Evans will be featured on an October 17th breakout session, with details to be announced.

To learn more, explore the Ed Funders conference website.

Economic Opportunity Funders Welcome Watch Parties for 2025 Budget and Tax Briefing

Economic Opportunity Funders’ (EOF) 2025 Budget and Tax Briefing will be held on March 25th. The briefing seeks to educate funders about the relevance of federal and state budget and tax work for national, state, and local philanthropy.

Since 2014, EOF has joined with philanthropic partners to expand the reach of this program through watch parties and invites interested PSOs to consider hosting a watch party.

Head over to EOF’s briefing page and watch party overview for more information.

Legislative Calendars

House of Representatives

The House of Representatives is out of session.
View the House of Representatives calendar.

United States Senate

The United States Senate is out of session.
View the United States Senate calendar.

2024 State Legislative Session

For State Legislative Calendars:
View the National Conference of State Legislatures' 2024 State Legislative Session Calendar.

© 2024 United Philanthropy Forum. All Rights Reserved.

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