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Legacy IRA Legislation Summary

January 2023

A high-level summary of the recently pass Legacy IRA Provisions in Secure 2.0, some key messages/talking points, and general FAQs.

House Ways and Means DAF Dear Colleage Letter - March 2022

April 2022

On March 7, a bi-partisan group of 11 members of the U.S. House of Representatives Committee on Ways and Means signed a letter regarding donor-advised funds. In a "Dear Colleague" letter to their fellow lawmakers, the members express concerns about proposals that would restrict DAFs, as well as private foundations, such as the ACE Act, S. 1981/H.R. 6595.

COVID-19 DAF Letter to Congress

April 2020

Letter from a group of members of the Charitable Giving Coalition, including the Forum, asking Congress to include DAFs in relief legislation.

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