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.
Venue
Convene is located at 1201 Wilson Blvd., Arlington, VA 22209.
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.
Schedule at a Glance
Speakers
Shana Bartley
Shana Bartley is a Policy Officer for the W. K. Kellogg Foundation.
Michael Cassidy
Michael Cassidey is Director of Policy Reform and Advocacy at The Annie E. Casey Foundation.
Erica Clemmons Dean
Erica Clemmons Dean is Director of Advocacy and Programs at Family Values @ Work.
Anika Fassia
Anika Fassia is the co-foundting Co-Executive Director of We Make the Future and We Make the Future Action.
Meg Fosque
Meg Fosque is a Program Officer for Economic Policy Investments and Grantmaking at The Rockefeller Foundation.
Charles Khan
Charles Khan is Lead, Tax and Wall St. Accountability Campaigns at the the Center For Popular Democracy and Organizing Director at the Strong Economy For All Coalition.
Sireesha Manne
Sireesha Manne is Executive Director of New Mexico Center on Law and Poverty.
Jeron Mariani
Jeron Mariani is Senior Program Director at the State Revenue Alliance.
Amy Matsui
Amy Matsui is Director of Income Security and Senior Counsel at the National Women’s Law Center.
Elaine Meija
Elaine Meija is Senior Impact Strategist and Vice President of Field Building for Topos Partnership.
Sharon Parrott
Sharon Parrott is President of the Center on Budget and Policy Priorities.
Anna Shireen Wadia
Anna Shireen Wadia is the Executive Director of the Care for All with Respect and Equity (CARE) Fund.
Tracy Williams
Tracy Williams is the Director on the Reimagining Capitalism team at the Omidyar Network.
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.
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:
Questions about your registration eligibility? Contact [email protected].
Fees:
Regular: $200
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!
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:
[Add speaker names here]. |
| 5 minutes | Closing Remarks and Adjourn |
Related Resources
- PEW Fiscal 50: State Trends and Analysis: This interactive resource from The Pew Charitable Trusts, allows you to sort and analyze data on key fiscal, economic, and demographic trends in the 50 states and understand their impact on states’ fiscal health.
- NCSL State Fiscal Briefs: NCSL Fiscal Briefs are snapshots of timely state budget and tax issues. Check back monthly for the latest brief compiled by NCSL’s Fiscal Affairs Team.
- Urban Institute State Fiscal Briefs: National recessions and federal tax and spending changes can affect budgets in all 50 states and the District of Columbia. And big policy questions, such as whether to increase teacher salaries or expand health care access, can pop up in many states at the same time. But each state faces unique economic, political, cultural, and historical pressures that affect how fiscal issues emerge and how problems are resolved. That’s why the State and Local Finance Initiative put together these 51 briefs, detailing the dynamics that influence major policy issues in each state.
- President Biden’s 2024 Budget Moves Us Toward Nation Where Everyone Can Thrive, Sharon Parrott, Center on Budget and Policy Priorities, March 9, 2023.
- 2025 Tax Debate Begins, Offers Opportunity for Course Correction, Chuck Marr, Center on Budget and Policy Priorities, March 7, 2023.
- ARPA State Fiscal Recovery Fund Allocations, National Conference of State Legislatures, Updated February 10, 2023.
- Anti-Racist State Budgets: The Social Safety Net, Six, October 8, 2021.
- How much money does your state receive from the federal government? By Samuel Stebbins, 24/7 Wall Street, USA Today, March 20, 2019.
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