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Philanthropy Day of Action - Charitable Act Engagement Toolkit
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.
Policy Issue: Universal Charitable Deduction
A key policy issue for the Forum is the Universal Charitable Deduction.
The Charitable Act
Text of The Charitable Act, introduced by Senators James Lankford (R-OK) and Chris Coons (D-DE).
Legacy IRA Legislation Summary
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
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.