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United Philanthropy Forum’s Charitable Act Engagement Toolkit is designed to assist member-PSOs with the promotion of the Philanthropy Day of Action and to guide PSOs and their members’ advocacy efforts on October 4th in support of the Charitable Act.

A key policy issue for the Forum is the Universal Charitable Deduction.

This report benchmarks the progress of the Forum’s PSO members on advancing racial equity. In doing so, this report helps shed light on the internal and external racial equity strategies being undertaken across the larger PSO field. We also offer a summary of the successes and challenges PSOs face in designing and implementing racial equity efforts for further reflection and action.

This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity

Text of The Charitable Act, introduced by Senators James Lankford (R-OK) and Chris Coons (D-DE).

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