01 January 2012

2012 ACR Summit for Leaders

The Alliance for Charitable Reform (ACR) invites you to the nation’s capital for our third annual ACR Summit for Leaders.

Wednesday, March 21, 2012
8:00 a.m. – 12:00 p.m.

Mayflower Renaissance Hotel
1127 Connecticut Avenue NW
Washington, D.C. 20036

The ACR Summit for Leaders offers a half-day of programming to provide a snapshot of the current political issues impacting philanthropy and nonprofits, and guidance on how to effectively advance your cause in Washington amid competing priorities and constant commotion. The Summit is an excellent opportunity for foundation executives, nonprofit leaders, and others interested in the intersection of public policy and philanthropy.

Why Attend the Summit?

Amid challenging economic times, in 2011 the charitable sector was a target. With growing budget deficits and increasing pressure to fund government programs, the President and some in Congress began to explore the possibility of sacrificing so-called “sacred cows,” most notably the charitable deduction, as a means to help close the gap. Fortunately, ACR and our colleagues in the sector engaged in a successful campaign to educate Members of Congress about the critical role private philanthropy plays in strengthening our communities.

2012 will be no less challenging. Deficits continue to grow, and the hunt for money will become even more intense. And then there’s the upcoming election. All Presidential candidates have proposed sweeping tax reform plans. In this context, changes to our tax code will be the subject of much debate and discussion. We should expect some lawmakers to call for tax policy changes that could drive less private giving.


  • Transparency: All, nothing, or something in between?
    Debate about philanthropic transparency is frequently framed in terms of absolutes: Are you for it or against it? Should all organizations be held to the same standards? The reality, as we all know, is anything but black and white. This brief discussion will preview a soon-to-be-released publication from The Philanthropy Roundtable that explores the issue of transparency and its application to the sector.

    Sue Santa, Senior Vice President for Public Policy, The Philanthropy Roundtable
    Suzanne Garment, Visiting Scholar, Center on Philanthropy, Indiana University

  • Inside Washington
    With tax reform on the horizon, calls for increased deficit reduction and a presidential election, 2012 is shaping up to be a busy and important year for our sector. In this discussion, Congressional staff will provide an insider’s look at the legislative landscape on Capitol Hill for 2012 and what issues could impact the philanthropic community.

    George A. Callas, Majority Staff Director, Subcommittee on Select Revenue Measures, House Committee on Ways and Means
    Katherine Monge, Tax Counsel, Senator Ben Cardin (D-MD)
    Preston Rutledge, Minority Tax & Benefits Counsel, Senate Finance Committee
    Steven Woolf, Senior Tax Counsel, Jewish Federations of North America (moderator)

  • State – Issues to Watch
    A lot of attention is focused on how Congress and the IRS are taking actions that could affect private foundations and charities. Less attention is given to the States. But governors, attorneys general and legislatures have power, through administrative actions and legislation, to impact the sector. And these actions can occur more quickly and more quietly than in Washington, D.C. Hear from a nonprofit expert about the most compelling issues being taken up by state policymakers.

    Pat Read, Principal, Pat Read Consulting

  • Lobbying 2.0: Advanced advocacy strategies
    Looking to sharpen your message and broaden your impact in Washington and at home? Washington experts will share top strategies for engaging with Congress, stakeholders and the public in order to meet your goals. From a former senior congressional aide to a communications executive and a seasoned DC lobbyist, panelists will provide an advanced course that moves beyond form letters and petitions.

    Evan Liddiard, Former Senior Tax Policy Advisor, Senator Orrin Hatch (R-UT)
    Cleta Mitchell, Partner, Foley & Lardner
    Anna Palmer, Money and Politics Reporter, Politico
    Aaron Sherinian, Vice President of Communications and Public Relations, United Nations Foundation
    Sandra Swirski, Executive Director, Alliance for Charitable Reform
    Steve Taylor, Senior Vice President and Counsel for Public Policy, United Way Worldwide (moderator)

Additional Events on Wednesday, March 21

You may also be interested in the following ACR events:

  • Luncheon
    12:00 – 1:15 p.m.

    Luncheon co-hosted by the Alliance for Charitable Reform, Council on Foundations and the Forum of Regional Associations of Grantmakers with commentary and analysis on the Republican Primary and the General Election by Stuart Rothenberg Editor and Publisher, The Rothenberg Political Report and Columnist, Roll Call.
  • ACR Fly In/Speak Out
    Wednesday Afternoon

    Meetings with senior Congressional staff to discuss the importance of maintaining incentives for charitable giving such as the charitable deduction. Location: Capitol Hill.
    (Note – If you would like to participate in the ACR Fly In /Speak Out only, please email Patrice Lee directly at plee@philanthropyroundtable.org.)
  • Reception
    5:00 – 6:00 p.m.

    Reception to acknowledge the work of a key Member of Congress who is championing issues important to private philanthropy. Location: The Monocle Restaurant, 107 D Street Northeast Washington, DC 20002 (on the Senate side of Capitol Hill).

Also occurring Wednesday, March 21 through Thursday, March 22:

  • Foundations on the Hill
    The ACR Summit for Leaders is held in conjunction with Foundations on the Hill (FOTH), hosted by the Council on Foundations and the Forum of Regional Associations of Grantmakers. We encourage Summit attendees who are eligible to participate in FOTH to visit www.foundationsonthehill.org for more information. Attendees must register separately for Foundations on the Hill here.
  • Note: The ACR Summit for Leaders is intended for foundation and nonprofit executives.

    For more information contact Patrice Lee at The Philanthropy Roundtable (plee@philanthropyroundtable.org or 202.822.8333).