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Philanthropy Day of Action Resources

September 2023

United Philanthropy Forum's Philanthropy Day of Action Resources page includes important links, social media graphics, logos, and other resources for member-PSOs to use in promoting the October 4th Day of Action for the Charitable Act to their foundation members. It also includes graphics for advocating on the Day of Action to post online and ask Members of Congress to co-sponsor the Charitable Act, or thank them for their support.

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.

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.

Membership Metrics in Salesforce

February 2022

This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.

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