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Philanthropy Day of Action - Charitable Act Engagement Toolkit

September 2023

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.

The Charitable Act

March 2023

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

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.

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