Federal Legislation

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


Sessions

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
  • Gloria Johnson-Cusack, Executive Director, Leadership 18
  • 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)

Jeopardy!
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)
  • Additional Congressional Staff, TBD
  • 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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ACR News 02.20.15 - House and Senate Advance Charity Legislation

>> Federal: Senate Finance Committee Approves Charitable Bills
>> Federal: Tax Reform Talk Continues
>> Federal: ACR Summit
>> Consider This: What is the end game?
>> Top Reads: Obama Budget Again Calls for Limit to Charitable Deduction


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ACR News 02.06.15 - Hot, Warm, and Cold

>> Federal: Washington Roundup
>> Federal: Ways and Means Approves Charitable Bills
>> Federal: Charitable Proposals in Budget a ‘Mixed Bag’
>> Federal: Chairman Hatch Announces Working Groups and Timeline
>> Federal: ACR Summit
>> Consider This: Hot, Warm, and Cold
>> Top Reads: Obama Budget Again Calls for Limit to Charitable Deduction


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ACR Blog: PF Excise Tax Bill Headed to House Floor

On Wednesday, the House Ways and Means Committee marked up and approved a package of bills making permanent several expired tax provisions, including the IRA charitable rollover, the deduction for gifts of food inventory, and the deduction for conservation easements. The committee also approved legislation sponsored by Representatives Erik Paulsen (R-MN) and Danny Davis (D-IL) that would streamline the private foundation excise tax to one percent – a provision ACR has promoted for several years. House Majority Leader Kevin McCarthy (R-CA) indicated last week that the House could vote on all of these bills the week of February 9, but a final decision will not be made until next week. We are very pleased and will update you as the bill moves forward on the House floor.

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Mixed Signals From the President in Budget Proposal

Exempts Some Charitable Giving From Increased Taxes But Still Recommends Cap

WASHINGTON, D.C.— The Alliance for Charitable Reform (ACR) issued the following statement upon the release of President Barack Obama’s budget proposal for fiscal year (FY) 2016.

“The charitable community is receiving mixed signals from the White House about charitable giving,” Sandra Swirski, executive director of ACR, said.

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ACR News 01.23.15 - SOTU, What it Means for You

>> Federal: ACR Summit
>> Federal: Washington Roundup
>> Federal: Republicans Reject Obama’s Proposals
>> Federal: Ryan Holds First Hearing, Outlines Committee Agenda
>> Federal: Chairman Hatch Unveils Tax Reform Working Groups
>> Federal: House Democrat Unveils Tax Proposal
>> Consider This: Ships Passing in the Night
>> Top Reads: 5 Policy Moves to Watch in 2015


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CGC Urges New Congressional Members to Protect Charitable Deduction

ACR Among the Coalition Members to Sign, Send Letter

The Alliance for Charitable Reform joined in sending a letter from the Charitable Giving Coalition to newly-elected members of Congress urging them to protect the full value and scope of the charitable deduction as budget and tax-related legislative items are considered. See the full text of the letter below.

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ACR News 01.09.15 - New Year, New Congress, What You Need to Know

>> Federal: Washington Roundup
>> Federal: Ryan Takes Ways and Means Gavel
>> Federal: Tax Reform Remains a Hot Topic
>> Federal: A Look Back at 2014
>> Consider This: Hitting the Ground or Spinning Your Wheels
>> Top Reads: Are Donor-Advised Funds the Best Place for Your Charitable Dollars?


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ACR News 12.12.14 - Down to the Wire

>> Federal: Washington Roundup
>> Federal: Congress Mulls Extenders Package
>> Federal: President Leaning in on Tax Reform?
>> Federal: Incoming Finance Chairman Release Tax Reform Report
>> Federal: Cardin Releases Proposal, Preserves Charitable Deduction
>> Consider This: Top Five
>> Top Reads: WH floats veto threat on charitable tax bill


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ACR News 11.26.14—The Latest: Tentative Tax Extenders Deal in the Works

>> Federal: Washington Roundup
>> Federal: Latest Development: IRA Charitable Rollover Deal is Still Tentative
>> Federal: Updated Election Results
>> Federal: House Ways and Means Committee
>> Federal: Senate Finance Committee
>> Consider This: Big Picture
>> Bonus Consider This: Pardon Me
>> Top Reads: ACR Signs Letter Calling for Charity-Related Provisions to be Made Permanent


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