Donor-advised funds (DAFs) are an increasingly popular tool for private foundations seeking to fulfill their missions. Unfortunately, DAF critics are pushing restrictions on how private foundations can give through DAFs.
A landmark Supreme Court case on the docket this fall will put wealth taxes on center stage for Americans. The ruling, which could determine if such taxes are constitutional, could open the door for a swath of new federal wealth taxes that would have dire consequences for philanthropy. This comes as President Biden suggested implementing a 25% tax on unrealized gains, a proposal that could harm charities and philanthropists who are providing much-needed support to vulnerable populations.
If you meet the qualifications for attendance, please reach out to the events team for more information on how to register for the 2023 Annual Meeting.
A new year brings new opportunities – but also new challenges. Philanthropy Roundtable is here as your strategic partner through it all, helping you advance our shared values, achieve excellence in your philanthropy and defend the freedom to give.
Tax policy isn’t just about the numbers – tax rates, deductions and credits all influence donor behavior and trends in giving, impacting the lives of those who depend on charities.
We hope you can join us for Philanthropy Roundtable’s fourth annual Roundtable Retreat at the Four Seasons Boston in Boston, Massachusetts July 15-17, 2024.
Trump’s landslide win was a political earthquake for Washington D.C. But what does this election mean for you and the causes you care about most? We will provide a behind the scenes look at what is happening with the Trump transition, preview the 2025 tax fight and explain what all this means for you.
Join us on January 29, 2025, from 2:00-2:30 p.m. ET for our annual State of the Roundtable with President and CEO Christie Herrera to hear more about the wins we've secured for charitable giving this year, new initiatives and opportunities to work together in 2025, and our plans to engage in the conversations most important to philanthropy in the year ahead.
