About the Briefing

Public budgets and the revenue systems that support them are some of the most important policy instruments of our government.

Public budgets and the revenue systems that support them 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? What’s at stake and in play as we head into the 2024 elections and 2025 tax debate?

Join us on March 18-19, 2024 for the opportunity to network with colleagues and learn about and discuss:

  • Key battles and opportunities at the federal and state level;
  • Coordinated efforts underway to shape the budget and tax fights ahead; and
  • Implications for philanthropy in the short and long term and strategies for individual and collective action.
Capitol in Washington, DC

Venue

1201-Wilson-Blvd-Arlington-VA

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

The meeting 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

March 18, 2024
March 19, 2024
9:00 AM - 9:30 AM Breakfast + Check-In

Welcome and Introductions

    • Michael Cassidy, Director of Policy Reform and Advocacy, The Annie E. Casey Foundation and EOF Steering Committee member

9:30 AM – 10:00 AM

Table Discussions

We’ll connect as a community of funders and get to know one another.

10:00 AM – 10:20 AM

Preview: Funder Alignment on 2024 Budget and Tax Opportunities

Funder colleagues will share brief previews of our afternoon small group discussion topics:

      • Advancing Worker and Community-Centered Federal Investment Implementation, Rachel Korberg, Executive Director, The Families and Workers Fund
      • Mobilizing Support for Tax and Revenue Policies that Support the Care Agenda, Anna Wadia, Executive Director, Care for All with Respect and Equity (CARE) Fund
      • 2024 Federal Child Tax Credit Deliberations and Preparing for 2025 Tax Debates, Danielle Goonan, Managing Director, Economic Equity Initiative, The Rockefeller Foundation and Kit Judge, Associate Director, Policy Reform and Advocacy, The Annie E. Casey Foundation

10:20 AM – 10:45 AM

10:45 AM - 11:00 AM Transition Break

Federal Budget and Tax Outlook & Preparing for the 2025 Tax Debates

This year presents opportunities to get ready for transitions both politically and with the expiration of the Tax Cuts and Jobs Act in 2025. Learn about key battles and opportunities and what’s at stake and in play in 2024 and beyond.

Part 1: Noted tax and budget policy expert Sharon Parrott will provide an overview on the federal budget, discuss current and upcoming budget and tax debates, and offer insights on the potential impact on struggling families, workers, and communities.

  • Sarah Pray, Executive Director, Better Taxes for a Better America (moderator)
  • Sharon Parrott, President, Center on Budget and Policy Priorities

Part 2: A panel of experts will share how funders and the field are working together to build long-term power and achieve a racially and economically just tax system.

  • Sarah Pray, Executive Director, Better Taxes for a Better America (moderator)
  • Erica Clemmons Dean, Deputy Director, Family Values @ Work
  • Amy Matsui, Director of Income Security and Senior Counsel, National Women’s Law Center
  • Amber Wallin, Senior Policy and Outreach Director, State Revenue Alliance

11:00 AM – 12:30 PM

12:30 PM - 1:30 PM Lunch

Celebrating Our 2024 Law & Social Policy Legacy Award Winner

The Law & Social Policy Legacy Award was established in 2020 to recognize organizations defending and advocating for low-wage workers’ rights and to increase knowledge of this work in the philanthropic community. A $10,000 award will be given by EOF with support from the Public Welfare Foundation annually until 2030 as a part of their legacy investment into the Workers’ Rights field. We are thrilled to recognize and celebrate our 2024 award winner, Make the Road New Jersey, as part of this briefing.

      • Sara Cullinane, Director, Make the Road New Jersey
      • Stephanie Davison, Senior Program Officer, Human Services, Kresge Foundation and EOF Steering Committee Member

1:30 PM – 1:45 PM

State Budget and Tax Outlook

Learn about key trends, battles and opportunities, and what’s at stake and in play in 2024. Panelists will share insights on the recent historic state tax credit expansions, consequential state races and ballot initiatives, and efforts to support the equitable implementation of federal investments, including the Infrastructure Investment and Jobs Act, the Creating Helpful Incentives to Produce Semiconductors (CHIPS) and Science Act, and the Inflation Reduction Act.

1:45 PM – 3:00 PM

3:00 PM - 3:30 PM Break

Funder Alignment on 2024 Budget and Tax Opportunities

Participants will engage in three rounds of small group discussions on the following topics and make connections across institutional priorities. All topics will be offered in each round so participants can circulate through all three discussions.

      • Advancing Worker and Community-Centered Federal Investment Implementation, Rachel Korberg, Executive Director, Families and Workers Fund
      • Mobilizing Support for Tax and Revenue Policies that Support the Care Agenda, Anna Wadia, Executive Director, Care for All with Respect and Equity (CARE) Fund
      • 2024 Federal Child Tax Credit Deliberations and Preparing for 2025 Tax Debates, Danielle Goonan, Managing Director, Economic Equity Initiative, The Rockefeller Foundation and Kit Judge, Associate Director, Policy Reform and Advocacy, The Annie E. Casey Foundation

3:30 PM – 4:30 PM

5:30 PM Adjourn

Speakers

Registration Has Closed

Become a Sponsor

Support EOF and this signature event by becoming a sponsor!

Sponsorship levels start at $1,500 and provide the unique opportunity to support the engagement of national, regional, and local philanthropy in budget and tax policy.

Sponsors receive free meeting registrations and recognition on the conference program, signage, marketing, and EOF website.

Support EOF and this hallmark event by sponsoring a portion the briefing. Click here to learn more, or contact us today!

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]

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 session live or as a recording at a later date.
  • EOF will provide a YouTube live stream/recording link (the link is the same for the live stream and recording).
  • As a watch party host, you set up (and co-brand) registration for your watch party.
  • Hosts can provide supplemental programming (in-person or virtual), where participants view the federal budget and tax outlook presentation (live or a recording) 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). We recommend scheduling your supplemental program within 4 weeks of the live stream to ensure the content is timely and up-to-date. Watch party hosts can watch the live stream/recording during their supplemental program or share the link as pre-viewing for their program. Note: Hosts can have participants register with EOF directly to watch the live stream, but we will only open registration for virtual participation one week before the event (to encourage in-person participation).
  • For hosts who don’t have the bandwidth to provide supplemental programming, it is also possible to just share the federal budget and tax live stream/recording link with your registrants.
  • We ask that hosts share watch party details (date, time, venue, 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:

  • PEW Fiscal 50: State Trends and AnalysisThis 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.

Thank You!

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

Planning Committee

  • Michael Cassidy, Director of Policy Reform and Advocacy, The Annie E. Casey Foundation and EOF Steering Committee member
  • Sarah Pray, Executive Director, Better Taxes for a Better America 
  • Caitlin Donnely, Program Associate, Stoneman Family Foundations
  • Shana Bartley, Policy Officer, W.K. Kellogg 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 for Family Economic Security, W.K. Kellogg Foundation
  • Michael Cassidy, Director of Policy Reform and Advocacy, Annie E. Casey Foundation
  • Stephanie Davison, Senior Program Officer, Human Services, The Kresge Foundation