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.

2025 Budget and Tax Briefing: What's at Stake and in Play at the Federal and State Levels. March 24-25, 2025. Arlington, VA.

Join us on March 24-25, 2025 for a funder briefing on:

  • The new political environment and its implications for social policy;
  • What’s at stake and in play at the federal and state levels;
  • Coordinated efforts underway to shape the budget and tax fights ahead;
  • Implications for philanthropy in the short and long term; and
  • Strategies for individual and collective action.
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2024 Budget and Tax Briefing

Economic Opportunity Funders 2024 Budget and Tax Briefing - What's at Stake and in Play at the Federal and State Levels. March 18-19, 2024. Arlington, VA. Group of people sitting around a table.

RECAP + RECORDING: 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. This session explored key battles and opportunities and what’s at stake and in play in 2024 and beyond.Read More »

RECAP + RECORDING: State Budget and Tax Outlook

This session explored key trends, battles and opportunities, and what’s at stake and in play in 2024. Panelists shared 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.Read More »

RECAP + VIDEO: Celebrating 2024 Law & Social Policy Legacy Award Winner, Make the Road New Jersey

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 2024 award winner, Make the Road New Jersey, as part of this briefing.Read More »

Related Resources

View a select list of resources shared by our speakers related to the 2024 Budget and Tax Briefing topics.
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Budget and Tax Briefing Archive

Access an archive of select Budget and Tax Briefings here.