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Forum Public Policy Principles - 118th Congress

February 2023

The convening of the 118th Congress provides the Forum with an opportunity to build on a renewed focus of its public policy work over the next two years. To that end, the Forum has developed six public policy principles that will guide our work during that time.

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.

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