2027 Budget Briefing Save the Date

2027 Budget and Tax Briefing

March 18–19, 2027 | Arlington, VA

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 annual event of its kind focused on philanthropy and budget and tax policy.

What We'll Explore in 2027

How will federal budget and tax decisions shape supports and services for workers, families, and communities? How are states responding, and what opportunities lie ahead in a shifting political landscape?

Join us in 2027 to explore strategies to:

  • Navigate the new political landscape and help shape federal and state policies affecting workers, families, and communities.
  • Support state responses to HR1 and other federal actions to protect essential supports, resist harmful changes, and pursue innovation.
  • Strengthen Social Security for the long term by addressing the looming funding shortfall, protecting beneficiaries, and advancing equity.
  • Advance government renewal and reform by protecting core institutions and building a shared vision for a more equitable, resilient, and accountable public sector.

Registration and agenda details coming soon!

Join Us as a Sponsor

Each year EOF convenes a diverse group of 40-50 funders 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 2027 Budget and Tax Briefing. Your sponsorship helps engage national, regional, and local philanthropy in crucial budget and tax policy discussions. It covers the costs of bringing field partners, advocates, and policy experts to the Briefing as speakers and presenters, and supports funder watch parties nationwide, written session recaps, and follow-up learning and strategy conversations that build on the Briefing and reach additional funders.

All sponsors 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 extended the briefing to funders unable to attend in person. Hosts offer access to livestreams and recordings of the federal and state budget and tax outlook sessions, with the option to add a local or issue-specific discussion.

As a host, you manage registration and co-brand your watch party materials with EOF. You can offer the federal outlook session, the state outlook session, or both. EOF provides livestream links, recording links, and session recaps for you to share with registrants. 

There is no fee to participate.

Watch party options include:

  1. Viewing + Supplemental Program: Add a local or issue-specific perspective by hosting an in-person or virtual discussion with experts on how the federal budget and tax landscape affects your state or area of interest, such as early childhood or workforce development. You can show the livestream or recording during your event, or ask attendees to watch it in advance. You may also share the state budget and tax outlook link for advance viewing.
  2. Viewing Only: If you don’t have the capacity to host a supplemental program, you can offer registration for the federal outlook session, the state outlook session, or both. Simply share the corresponding Zoom livestream and recording links with your registrants so they can watch on their own.

Interested in learning more about hosting a watch party? Contact Cema Siegel at csiegel@eofnetwork.org.

Explore the 2026 Briefing

While we develop the 2027 agenda, explore last year’s program for a sense of the topics and conversations the Briefing brings together. Browse the 2026 agenda, session recaps, and resources below.

What would it take to build a truly equitable and efficient public benefits system? One that streamlines access, reduces administrative burdens, and smoothly transitions individuals toward economic security. This session showcased six future-focused program and policy innovations on reimagining public benefits access.
What would it take to build a truly robust and equitable revenue system? One where everyone pays their fair share, no one pays more than they can afford, and enough revenue is raised to fund public goods that benefit us all, like childcare, education, housing, transportation, and health care? This session showcased six future-focused program and policy innovations for reimagining revenue systems.
H.R.1 delivers sweeping tax cuts to corporations and high-income earners—while dramatically reducing funding for essential programs like Medicaid and the Supplemental Nutrition Assistance Program (SNAP). These cuts threaten the well-being of millions of families, children, and seniors, and shift the financial burden to already overstretched state and local governments. This session provided an update on developments in states and potential short- and long-term interventions needed to safeguard these important programs.
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.
States are facing some of the most challenging fiscal conditions in recent memory. The combined impact of HR1 and declining revenue bases is setting the stage for intense budget debates that will significantly affect the capacity to fund programs serving children, families, and communities. During this session, experts shared key fiscal trends, battles, and opportunities shaping these debates, and what’s at stake across the country.
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 2026 award winner, Workers Defense Project, as part of this briefing.

MANY THANKS TO OUR 2026 MEETING PLANNING COMMITTEE!

  • Marcia Egbert, The George Gund Foundation
  • Kit Judge, The Annie E. Casey Foundation
  • Kathy Stohr, Pritzker Children’s Initiative
  • Melanie Styles, The Abell Foundation

 

MANY THANKS TO OUR 2026 SHOWCASE ADVISORY COMMITTEES!

Public Benefits Access Showcase

  • Erin Currier, W.K. Kellogg Foundation
  • Yuri Kim, NextLadder Ventures
  • Aimee Ramirez, Chicago Community Trust
  • Tyonka Perkins Rimawi, The Families and Workers Fund

 

Revenue Systems Showcase

  • Michael Cassidy, The Annie E. Casey Foundation
  • Cuong Hoang, Mott Philanthropic
  • Parita Patel, Robert Wood Johnson Foundation

MANY THANKS TO OUR 2026 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 2026 program through 11 virtual watch parties. Thank you to our Watch Party Hosts who made this possible!

 

2026 watch party host logos

THANK YOU TO OUR SPONSORS!

We are deeply grateful for the generous support of our 2026 Budget and Tax Briefing sponsors.

 

WK Kellogg Foundation
Charles and Lynn Schusterman Family Philanthropies logo
The Kresge Foundation logo
The George Gund Foundation
The David & Lucile Packard Foundation logo
Annie E Casey Foundation

 

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

McKnight Foundation

New Economy Initiative

Pritzker Children’s 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.