In the opening session of the 2015 ACR Summit for Leaders, we had a bit of fun with messaging around the charitable deduction while conveying the critical importance of communicating to Congress that this part of our tax code must be protected. In this session four speakers delivered four different messages about the charitable deduction and audience members voted for the most persuasive message. The presenters and moderator were 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.
David Weekley was involved in character-building activities as a youth through Boy Scouts and church groups. After his success as a major home builder he decided to devote 50 percent of his money and his time to philanthropy, and character development was a key concern. It “is every bit as critical as economic aid or health care or education reform,” he told Philanthropy. Weekley was a longtime funder of Scouting, which reaches 20 or 25 percent of young people; sports, however, reaches around 75 percent. “I’m not personally a sports enthusiast but the country has become more focused athletically and more and more kids are involved,” said Weekley, so he set out looking for a charitable partner who could help children and their coaches build wholesome and productive values through athletics.
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.
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)
Take one scoop of donors looking for new ways to affect public opinion and government policy, mix with three scoops of mainstream journalism bleeding red ink in the face of new Internet-based competition, and you get a layer-cake of donor-funded reporting operations. The granddaddy of these creations is ProPublica, founded by hyperactive liberal donors Herb and Marion Sandler to be a twenty-first-century muckraker, with a special focus on topics like gun control, civil rights, health care, fracking, campaign finance limits, labor laws, the Gulf oil spill, Guantanamo, and other policy hot buttons.
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.