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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.

Responding to COVID-19: Public Policy Resources

April 2020

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.

California DAF Legislation

January 2020

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.

Email to Engagement (E2E) Overview

January 2017

Releases notes and instructions for using the Email-to-Engagement (E2E) functionality that is a part of the Forum's Salesforce Package automatically creates member engagement records through email.

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