Economic Opportunity Fundes Annual Budget and Tax Briefing

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

A solid understanding of budget and tax policy within our political and economic climate is crucial for anyone working in philanthropy.

Since 2004, EOF has hosted an Annual Budget and Tax Briefing to provide funders the opportunity to network colleagues and learn about and discuss pressing political developments, federal and state budget and tax battles and opportunities, and how the current landscape impacts families, workers, and communities. It is the only event of its kind focused on philanthropy and budget and tax policy.

The One Big Beautiful Bill Act is a sweeping law that reshapes the landscape of public funding and tax equity in the United States. It makes deep cuts to vital programs like healthcare, housing, food assistance, and education while giving huge tax breaks to billionaires and corporations. This legislation will likely increase the deficit, create a more complex and unfair tax system, and make it harder to fund the services people need most. It also shifts significant administrative and eligibility burdens onto states, forcing them to either cut spending, use up emergency funds, or raise local taxes.

Join EOF and the Tax Funders Equity Network for the 2026 Budget and Tax Briefing on March 26-27, 2026, in Arlington, VA. This two-day funder briefing begins with an Ideas Showcase (March 26) on visionary and actionable approaches to revenue generation and public benefit access, followed by an analysis of the federal and state budget and tax landscape and strategizing for what comes next (March 27).

In this funder briefing, we’ll explore:

  • The stakes: What’s happening at the federal and state levels and how it impacts workers, families, and our communities.
  • The response: Strategies underway to shape the budget and tax fights ahead.
  • The solutions: Policy and program changes needed to create stronger and more equitable revenue systems and public benefits access at every level of government now, and the visionary strategies to build a better set of policies and programs for workers, families, and our communities, in the years to come.
  • The opportunity: The critical role and responsibility of funders in meeting the challenges of the moment and supporting bold solutions to build a more inclusive and equitable future.
Learn More + Register

Call for Innovations: Reimagining Revenue and Public Benefits Access

EOF and the Tax Funders Equity Network have launched an open call for innovations for an Ideas Showcase (March 26) at the 2026 Budget and Tax Briefing

We invite submissions for proactive, future-focused policy and program innovations in two key areas: Revenue Systems and Public Benefits Access.

Submission Deadline: November 7, 2025 (11:59 PM ET).

Learn More

Join Us as a Sponsor

Each year EOF convenes diverse group of 40-50 funders representing national as well as state and regional foundations for an intimate in-person program in the Greater, DC area. Since 2014, we have expanded our reach to hundreds of additional funders by web streaming our anchor plenary sessions and organizing local watch parties across the US.

We invite you to support this signature, two-day event by becoming a sponsor for the 2026 Budget and Tax Briefing. Your sponsorship helps engage national, regional, and local philanthropy in crucial budget and tax policy discussions.

All sponsors will receive complimentary meeting registrations and recognition in our conference program, event signage, and marketing materials.

Sponsorship Opportunities

Host a Watch Party

Since 2014, watch parties have been organized to expand our reach to funders unable to participate in person by web-streaming our plenary sessions on the federal and state budget and tax outlook.

As a watch party host, you set up (and co-brand) registration for your watch party. EOF will share the Zoom livestream and recording links for registrants. There are two options for structuring a watch party.

  1. Offer a Supplemental Program: This is a great way to add value for your attendees. After streaming our event, you can host an in-person or virtual discussion with local experts on how the federal budget and tax landscape impacts your state or area of interest (e.g. early childhood, workforce development, etc.). You can show the live stream/recording during your event or share the link with attendees as pre-viewing. You also have the option of sharing the state budget and tax outlook link as pre-viewing for your program.
  2. Webstream Viewing: If you don’t have the capacity to provide a supplemental program, you can simply share the provided Zoom link(s) with your registrants.

There is no fee to participate.

All watch party hosts will be recognized on the EOF website and in meeting materials.

Interested in learning more about hosting a watch party? Contact Cema Siegel at [email protected]

2025 Budget and Tax Briefing

RECAP + RECORDING: Federal Budget and Tax Outlook

In this session, noted tax and budget policy expert Sharon Parrott provided an overview of the federal landscape, current and upcoming budget and tax debates, and insights on the potential impact on families, workers, and communities. A panel of experts shared how field leaders are working together to address the critical budget and tax debates ahead, build long-term power, and advance a racially and economically just tax system.

Read More »

RECAP + RECORDING: State Budget and Tax Outlook

In three fireside chats with funders and advocates from Washington, DC, Ohio, and New York, speakers shared how advocates have successfully championed laws to increase taxes on the wealthy and corporations to fund critical investments in education and early childhood, documented the harm and impact of repeated attacks on the state income tax, and are working to proactively to explain the impact of federal cuts in 2025.Read More »

RECAP + VIDEO: Celebrating our 2025 Law & Social Policy Legacy Award Winner, Missouri Workers Center

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 recognized and celebrated our 2025 award winner, Missouri Workers Center, as part of this briefing.Read More »

Related Resources

View a select list of resources shared by our speakers related to the 2025 Budget and Tax Briefing topics.Read More »

MANY THANKS TO OUR PLANNING COMMITTEE!

  • Abriana Kimbrough, Washington Area Women’s Foundation
  • Anna Shireen Wadia, Care for All with Respect and Equity (CARE) Fund
  • Marcia Egbert, The George Gund Foundation
  • Michael Cassidy, The Annie E. Casey Foundation

MANY THANKS TO OUR 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 2025 program through 17 virtual watch parties. Thank you to our Watch Party Hosts who made this possible!

 

2025 Watch Party Host Logos

Thank You To Our Sponsor!

EOF appreciates the support of our 2025 Budget and Tax Briefing sponsor.

W.K. Kellogg Foundation logo

EOF programming is also made possible through the generosity of our Supporting Members.

The Annie E. Casey Foundation
Blue Shield of California Foundation
Ford Foundation
The George Gund Foundation
The Kresge Foundation
New Economy Initiative
Robert Wood Johnson Foundation
Stoneman Family Foundations
W.K. Kellogg Foundation

Budget and Tax Briefing Archive

Access an archive of select Budget and Tax Briefings here.