Public budgets are one of the most important policy instruments of our government. They are moral document that reflects 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.
EOF hosts an annual Budget and Tax Briefing to provide funders and philanthropic advisors with a unique opportunity to learn about and discuss why federal and state budget and tax work matters to national, state and local philanthropy.
See an archive of select meetings below.
2024 Annual Budget and Tax Briefing
Agenda
Many thanks to our planning committee for their time and leadership in shaping this event!
- 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
Many thanks to watch party hosts!
Since 2014, local watch parties have been organized to expand our reach by live streaming our federal and state budget and tax outlook sessions. We were thrilled to expand the reach of our 2024 program through six virtual watch parties. Thank you to our Watch Party Hosts who made this possible!
2023 Annual Budget and Tax Briefing
Agenda
RECAP + RECORDING: Federal Budget and Tax Outlook
Raising the debt ceiling and avoiding an economic recession is a priority across the political aisle amid ongoing federal budget and tax debates, but leaders from each party have vastly different plans for how to do so. Democrats are advocating for raised revenues to support increased investment in the American people, while Republicans are seeking lower taxes and budget cuts. These proposals have both near- and long-term policy implications about the role, shape, and size of the government.
RECAP + RECORDING: Working Together to Shape Upcoming Budget and Tax Debates
Roughly $1.8 billion is spent each year on tax lobbying, largely by private groups seeking to lower their taxes. As a result, many corporations avoid paying billions of dollars in federal income taxes and receive tax rebates while measures that would reduce the tax burden on lower-income Americans face opposition in federal and state legislatures. Given this opposition, advocates need support in implementing their strategies to raise revenues and build a more just and equitable tax system.
RECAP + RECORDING: Making the Case for Government and Taxes
In recent years, the public’s trust in the government has diminished. These misgivings pose a challenge for activists who advocate for a robust role of government in program development and spending on essential services for and investment in communities. Panelists discussed the importance of developing narrative frames that will enable the public to understand the numerous benefits that government programs and a fair and adequate tax system can provide.
Many thanks to our planning committee for their time and leadership in shaping this event!
- 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
Many thanks to our virtual watch party hosts!
Since 2014, local watch parties have been organized to expand our reach by live streaming our federal budget and tax outlook session. Typically, watch parties are organized as two-hour programs, where participants come together to view the federal 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 federal landscape impacts critical programs and services in their state and communities. We were thrilled to expand the reach of our 2023 program through eight virtual watch parties. Thank you to our Watch Party Hosts who made this possible!
