About the Briefing

Public budgets are one of the most important policy instruments of our government.

Public budgets are moral documents that reflect our values and priorities through decisions on how to tax residents and businesses and spend these collective resources. These decisions impact what families have to spend on basic needs and invest in their future, define the size of the government and its role in the national economy, and affect the lives of all Americans.

How will budget and tax policies impact supports and services for workers, families, and communities? What lies ahead at the federal level and in the states?

Join us on April 20 for the opportunity to network with colleagues and learn about and discuss:

  • Narrative change strategies on making the case for government and taxes;
  • Key battles and opportunities at the federal and state levels;
  • Coordinated efforts underway to shape the budget and tax fights ahead; and
  • Implications for philanthropy in the short and long term.
Capitol in Washington, DC

Venue

1201-Wilson-Blvd-Arlington-VA

Convene is located at 1201 Wilson Blvd., Arlington, VA 22209.

View details on the meeting location, check-in and registration and more!

This event will be held at Convene, perched in the D.C. metro’s tallest building, in Arlington, VA.

Convene at 1201 Wilson Boulevard is a high-tech corporate meetings and events sanctuary in the sky located between North Lynn Street and North Moore Street on Wilson Boulevard near the Rosslyn metro station.

Nearby Hotels

Nearby Parking:

1800 N. Lynn Street Arlington, VA 22209. Guests can also visit https://www.asgpark.com/parking-locator/ for real time availability for lots.

Nearby Subway Lines:

Rosslyn Metro Station
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Schedule at a Glance

9:00 - 9:30 AM Breakfast + Registration

Welcome and Introductions

      • Anna Wadia, Executive Director, CARE Fund and EOF Steering Committee Member

9:30 – 10:00 AM

Table Discussions

We’ll spend some time connecting as a community of funders and getting to know one another.

10:00 – 10:20 AM

10:20 - 10:30 AM Transition Break

Making the Case for Government and Taxes

This session will explore narrative and communications initiatives working to build public support for a government for the people and by the people, equitable tax reform, and increases to revenue streams to ensure an economy that works for all, regardless of race, ethnicity, immigration status, education, income, religion, gender identity, disability or age.

      • Tracy Williams, Director, Reimagining Capitalism, Omidyar Network (moderator)
      • Anika Fassia, co-founding Co-Executive Director, We Make the Future and We Make the Future Action
      • Elaine Mejia, Senior Impact Strategist, Vice President of Field Building, Topos Partnership

10:30 – 11:30 AM

Celebrating Our 2023 Law & Social Policy Legacy Award Winner

New Mexico Center on Law and Poverty has been named the recipient of EOF’s 2023 Law & Social Policy Legacy Award. For over 25 years, New Mexico Center on Law and Poverty has worked directly with workers and community groups to build a powerful, collaborative movement for lasting change. In the process, it has notched historic victories that helped extend basic rights to farmworkers, improve enforcement of wage theft laws, and usher in the state’s first statewide paid sick leave law.

  • Sireesha Manne, Executive Director, New Mexico Center on Law and Poverty

11:30 – 11:45 AM

11:45 - 12:45 PM Lunch

Federal Budget and Tax Outlook

Noted tax and budget policy expert Sharon Parrott will provide an overview of key provisions in the federal budget, discuss current and upcoming budget debates, and offer insights on the potential impact on struggling families, workers, and communities.

12:45 – 1:30 PM

1:30 - 1:45 PM Transition Break

State Budget and Tax Outlook

Learn about recent trends, key battles and opportunities, and what’s at stake and in play in 2023. Panelists will also share lessons learned from recent revenue campaign wins in Massachusetts and New Mexico.

1:45 – 2:45 PM

Reflections and Lingering Questions

Participants will have the opportunity to share ideas that have resonated with them or questions raised.

2:45 – 3:00 PM

3:00 - 3:30 PM Break

Working Together to Shape Upcoming Budget and Tax Debates

Over the next several years, trillions of dollars in tax cuts are set to expire, more than $25 billion remains to be spent in federal recovery dollars, and federal recovery investments in education, health, and child care will end. Learn more about two initiatives underway working to coordinate and align efforts at the federal and state level and prepare for the budget and tax fights ahead.

  • Meg Fosque, Program Officer, Economic Policy Investments and Grantmaking, Equity & Economic Opportunity, The Rockefeller Foundation (moderator)
  • Erica Clemmons Dean, Director of Advocacy and Programs, Family Values @ Work
  • Charles Khan, Lead, Tax & Wall St. Campaigns, Center For Popular Democracy and Organizing Director, Strong Economy for All Coalition
  • Amy K. Matsui,  Director of Income Security and Senior Counsel, National Women’s Law Center

3:30 – 4:30 PM

5:30 PM Adjourn

Speakers

Health + Safety

Economic Opportunity Funders (EOF) is committed to ensuring the safety of our members and guests and will comply with all national and local protocols.

Proof of Vaccination

EOF will follow CDC guidelines regarding the COVID-19 pandemic and require that all conference attendees – including funders, speakers, consultants, and EOF staff – provide proof of up-to-date COVID-19 vaccination (all recommended doses in the primary series and at least one booster). Exemptions may be made for health or religious reasons, but may require additional safety measures. If you wish to request a vaccination exemption, please email [email protected].

Masks

While masks are not required at the convening, they are encouraged if it helps your comfort level.

Personal Space Indicator

All attendees will be provided with a color coded indicator to reflect their comfort level with regard to personal space:

  • Green: no limits
  • Yellow: no hugs – handshake ok
  • Red: no physical greeting

No person may participate in the conference if they become ill or exhibit any signs and symptoms of COVID-19 during the convening. EOF reserves the right to refuse entry to any participant who exhibits any symptoms of illness or who refuses to present any required documentation.

All COVID protocols are subject to change depending on local COVID rates and CDC guidelines. This may include requiring masks indoors except when eating or presenting and attesting to a negative rapid antigen Covid-19 test within 24 hours of arrival. We will notify all participants of any changes and expect full compliance with requirements.

Registration Has Closed

Who is Eligible to Attend:

This program is for funders and philanthropic advisors whose primary activity is grantmaking. Staff from philanthropic serving organizations are also eligible to join.

Questions about your registration eligibility? Contact [email protected].

Fees:

Early Bird: $150 (by April 6) 

 

Regular: $200

Registration is now closed. You may register for the recording of the federal and state budget and tax outlook sessions here. 

Contact Cema Siegel with any questions at [email protected].

Host a Watch Party

Since 2014, local watch parties have been organized to expand our reach to funders unable to travel to DC by web-streaming our federal budget and tax outlook plenary session. Typically, watch parties are organized as two-hour programs, during which participants come together to view the budget and tax outlook presentation (live or as a recording on a later date) and then engage in a discussion with local experts on how the current landscape impacts critical programs and services in their state or area of interest (e.g. workforce development or child care and early learning).

Interested in learning more about local watch parties? Contact Cema Siegel at [email protected]

Many thanks to our 2023 Watch Party Hosts!

 

2023-watch-party-logos

Watch Party Goals

The purpose of the watch parties is to help state and local funders:

  • Gain a better understanding of this year’s pressing federal budget and tax issues;
  • Discuss with peers the implications for programs serving struggling workers, families, and communities; and
  • Consider grantmaking strategies and opportunities for collaboration with like-minded stakeholders.

Why Federal Budget and Tax Policy Matters to State and Local Funders 

States get about one-third of their revenue from the federal government — funds that help pay for health care, schools, housing, roads, child care, job training, and a range of other programs. Unlike the federal government, most states and localities must balance their budgets every year. Revenue growth and unprecedented federal aid will shape many upcoming legislative sessions as states determine funding priorities for the coming year. Policymakers will face critical choices on whether to prioritize tax cuts or investments that will support a robust recovery and reduce long-standing racial and economic inequities that the pandemic exposed and worsened.

Watch Party Logistics

  • There is no fee to participate.
  • The only technology needed is an internet connection.
  • Watch parties can view the Federal Budget and Tax Outlook session live or as a recording at a later date. We recommend scheduling your program within 4 weeks of the live stream to ensure the content is timely and up-to-date, as the federal policy, budget, and revenue landscape changes so quickly.
  • EOF will provide you with the YouTube Livestream/Recording Link (the link will be the same for the live stream and recording).
  • As a watch party host, you set up your registration and share the link with registrants. Typically, watch parties are organized as two-hour programs (in-person or virtual), where participants view the budget and tax outlook presentation and then engage in a discussion with local experts on how the current landscape impacts critical programs and services in their state or around a particular issue area (e.g. workforce development or child care and early learning). If you don’t have the bandwidth to provide any supplemental programming, it is also possible to just share the live stream/recording link with registrants.
  • We ask that hosts share watch party details (date, time, venue, sponsors, speakers, and number of participants) so that we can track participation.
  • Watch party hosts will be recognized on the EOF website and meeting materials.

Budget and Tax Briefing for Grantmakers
[Date, Time]
[Host, Location Address]

Sample Agenda

5 minutes    Welcome and Introductions
45 minutes   Federal Budget and Tax Outlook

Government services, structures, and systems are an essential foundation for a healthy economy where opportunity and prosperity are broadly and equitably shared. Noted tax and budget policy expert Sharon Parrott will provide an overview on the key provisions in the federal budget, discuss current and upcoming budget debates, and offer insights on the potential impact on struggling families, workers and communities.

60 minutes Funder Discussion

Local experts will share their perspective on [state’s] fiscal landscape and how the federal landscape will affect funding for critical programs and services serving children and families in [state].   We will then have an open discussion about what this means for our work as funders and for the work of our grantees.

Local speakers may include staff from the State Priorities Partnership group in your state or other non-profit human services coalitions.  Sample questions your follow-up conversation might explore:

  • How does the federal tax and budget landscape impact our state/locality?
  • How do federal decisions impact the resources our state and local leaders can access for critical safety net human services, health and/or education services?
  • If proposed federal changes go through, how would this impact the areas our foundations focus on and our grantmaking seeks to advance?
  • What is the policy and advocacy infrastructure in our state/locality to help inform federal and state decision makers?  How is it connected to federal and state tax and budget debates?  What are its strengths and areas that need attention?
  • How can we, as grantmakers, work collaboratively to ensure that decisions made about public funding impacting struggling populations and communities are informed by the best practices of our grantees?

[Add speaker names here].

5 minutes    Closing Remarks and Adjourn

Related Resources

Thank You!

Many thanks to the EOF Steering Committee and our Planning Committee for their time and leadership in shaping this event!

Planning Committee

  • Kit Judge, Associate Director, Policy Reform & Advocacy, The Annie E. Casey Foundation
  • Anna Wadia, Executive Director, Care for All with Respect and Equity (CARE) Fund
  • Meg Fosque, Manager, Economic Policy Investments, Economic Equity Initiative, The Rockefeller Foundation

EOF Steering Committee

  • Anna Wadia, Executive Director, Care for All with Respect and Equity (CARE) Fund
  • Cassandra McKee, Senior Program Officer, Economic Justice, Wellspring Philanthropic Fund
  • Erin Currier, Senior Program Officer, Family Economic Security, W.K. Kellogg Foundation
  • Kit Judge, Associate Director, Policy Reform & Advocacy, The Annie E. Casey Foundation
  • Ria Pugeda, Interim President & CEO, if, A Foundation for Radical Possibility
  • Stephanie Davison, Senior Program Officer, Human Services, The Kresge Foundation