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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.

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.

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