ACR Summit for Leaders

ACR Summit for Leaders
March 18, 2015
8:00 - 10:50 a.m.
Breakfast available at 7:30 a.m.
Washington Court Hotel
525 New Jersey Avenue, NW
Washington DC 20001

In 2014, we saw the release of a 1000-page tax reform draft, a new chairman of the Senate Finance Committee, and an election that shifted the balance of power in Congress. What can we expect in 2015? With new chairmen for both the House Ways and Means and Senate Finance Committees– former Vice Presidential candidate Paul Ryan (R-WI) and Senator Orrin Hatch (R-UT) respectively – we expect next year to be another significant year for tax policy.

With so many tax issues still to be debated, nothing is completely on or off the table. Given the new political landscape, now is not the time for the philanthropic community to stay on the sidelines. We hope you will join us at the 2015 ACR Summit for Leaders to learn about what we can do to protect private giving and educate lawmakers about the critical role of charitable organizations in a free society.

Registration for the ACR Summit is closed. Please check back here for a wrap-up of this year’s ACR Summit as well as information on future ACR events.


What’s My Line?
As we anticipate another round of tax reform efforts on the Hill, we’ll have a bit of fun with messaging around the charitable deduction while still conveying the critical importance of communicating to Congress that this part of our tax code must be protected. In this session four speakers will deliver four different messages about the charitable deduction and audience members will vote for the most persuasive message. The presenters and moderator are all members of the Charitable Giving Coalition, which has provided a unique and unified voice on Capitol Hill on issues affecting the charitable deduction since 2009.

  • Andy Finch, Director of Policy, Association of Art Museum Directors
  • Steven Woolf, Senior Tax Policy Counsel, Jewish Federations of North America
  • Sue Santa, Senior Vice President for Public Policy and Legal Affairs, Council on Foundations
  • Steve Taylor, Senior Vice President and Counsel for Public Policy, United Way Worldwide
  • Tim Delaney, President and CEO, National Council of Nonprofits (moderator)

2015 ushered in the first Republican Congressional majority in eight years as well as two new Chairmen for the tax-writing committees. Both Senate Finance Committee Chairman Orrin Hatch (R-UT) and House Ways and Means Committee Chairman Paul Ryan (R-WI) have expressed strong interest in undertaking comprehensive tax reform this year, and indeed their committees have already taken up tax legislation impacting the philanthropic community. We will hear an “insiders” perspective from Congressional staff on what lies ahead and how our sector can inform the debate.

  • Preston Rutledge, Tax Counsel, Senate Finance Committee - Majority Staff
  • Paul Poteet, Senior Tax Policy Advisor, Office of Senator John Thune (R-SD)
  • Mark Warren, Tax Counsel, Subcommittee on Select Revenue Measures, House Ways and Means Committee – Majority Staff
  • Adam Carasso, Senior Tax and Economic Advisor, Senate Finance Committee - Minority Staff
  • Sandra Swirski, Executive Director, Alliance for Charitable Reform (moderator)

The Congressional panel will be off the record.

The Dating Game
Sharing our stories with policymakers often means talking about place-based philanthropy – that special relationship between grantmakers and communities. Sometimes the focus is on the place a donor once – or still – calls home. Other times, the special place is a neighborhood, a town, a state, a region, even a country, where a particular challenge resonates with one’s philanthropic mission. In this session speakers representing individual donors, a community foundation, and a private foundation will present their stories of place-based philanthropy and discuss how those stories can build strong and sustained relationships with federal, state, and local public officials.

  • Barbara Harman, President and Editor, Catalogue for Philanthropy: Greater Washington
  • Thomas Riley, Vice President for Strategy, Connelly Foundation
  • Jennifer Leonard, President and CEO, Rochester Area Community Foundation
  • Joanne Florino, Senior Vice President for Public Policy, The Philanthropy Roundtable (moderator)

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Event - 2014 Rocky Mountain Tax Seminar


The 2014 Rocky Mountain Tax Seminar for Private Foundations is scheduled for September 17, 18, and 19, 2014 in Colorado Springs, Colorado at the Penrose House Conference Center. The seminar is designed to update and inform managers, trustees, and founders of private foundations about the ever-changing tax laws that affect private foundations.

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ACR News 07.11.14—ACR Hits the Hill

>> Federal: Washington Roundup
>> Federal: ACR Hits the Hill
>> Federal: Ryan Pens Op-Ed
>> Consider This: Connecting with Lawmakers
>> Top Reads: Charitable Giving Chugs Along, Up 0.9%

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ACR Leaders From Across the Country Converge on Capitol Hill

Conduct Meetings with Tax Writing Committee Members

Ryan_ACR Group 2

(From left to right) Jan Preble, John Tyler, Robert Sharpe, Joanne Florino, Rep. Paul Ryan, Gineen Bresso, Adam Meyerson, David Wills, Brent Christopher, Linda Childears, Sandra Swirski, Rhett Butler.

The Alliance for Charitable Reform (ACR) completed a full day of meetings Tuesday, July 8 with members and staff of the House Ways and Means Committee and the Senate Finance Committee. The group of foundation leaders discussed some of the charity-related proposals being considered in tax reform legislation and other issues affecting the nonprofit sector.

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ACR Summit Wrap Up (VIDEO)

The fifth annual Alliance for Charitable Reform Summit for Leaders was held on March 5, despite Mother Nature’s attempt to unravel the travel plans of those attending. Our audience members heard from three panels whose presenters addressed the potential impact of tax reform on the charitable sector and encouraged more education of our elected officials about the damage that would be done to our communities by any diminution of private giving.

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Live Blog: 2014 ACR Summit for Leaders

This is a live blog providing updates from the 2014 ACR Summit for Leaders.

We’re just a few minutes from starting. We’ll have a few opening remarks followed by the congressional panel.

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ACR Summit Panelists Express Thoughts on Tax Reform Plan

Two panelists slated to participate in next week’s Alliance for Charitable Reform Summit for Leaders published articles about the tax reform bill recently released by House Ways and Means Chairman Dave Camp (R-MI).

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ACR News 02.07.14 - Summit Sessions Set, SOTU, Baucus Confirmed

>> Federal: Tax Reform
>> Federal: Baucus Confirmed as Ambassador to China
>> Federal: Debt Ceiling
>> Federal: Koskinen Testifies Before House Panel
>> Federal: Sessions Announced for the ACR Summit
>> Federal: State of the Union Recap
>> Consider This: Could Tax Reform Rise From the Dead?
>> Top Reads: The Roots of the Tax Reform Act of 1986

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2014 ACR Summit for Leaders

Date of Summit Announced for March 5, 2014

ACR Summit for Leaders
March 5, 2014
8:00 - 11:45 a.m.
The Embassy Suites Washington
900 10th St NW
Washington, DC, 20001

Although the charitable sector achieved many successes in 2013—providing testimony on Capitol Hill, securing bipartisan support for the charitable deduction, and mobilizing a grassroots effort conducting hundreds of meetings with lawmakers—threats to private charitable giving still remain. This year promises to be just as critical for protecting the charitable deduction as any year prior.

Tax reform will continue to be a point of interest in 2014 as the tax-writing committees prepare for change. The Senate Finance Committee will have a new Chairman earlier than anticipated. The House Ways and Means Committee may also be looking at new leadership after 2014. And of course it is also an election year.

With many tax issues still undecided, nothing is completely on or off the table. And now the prospect of new leadership on both tax-writing committees means that this is not the time for the philanthropic community to stay on the sidelines.

It is critically important for foundation executives, nonprofit leaders, and others interested in public policy to remain engaged and join us to learn about what we can do to protect the charitable deduction and educate lawmakers about the critical role of charitable organizations in a free society.

Registration: To register for the ACR Summit as well as other events of Philanthropy Week in Washington, click here.

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‘Protect Giving Day’ Set for Nov. 20 in Nation’s Capital

Charitable Giving Coalition Sends Letter to Congress About Event

WASHINGTON, D.C. – Hundreds of front-line nonprofit and charitable sector leaders representing thousands of communities will gather in Washington, D.C. on November 20 for “Protect Giving Day” to urge lawmakers to protect the charitable tax deduction. The event comes as political leaders are once again focusing on tax reform and deficit reduction and will consider proposals that could do significant harm to incentives that encourage charitable giving.

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