Annual Budget and Tax Briefing

AGENDA

March 5-6, 2020
FHI 360,  1825 Connecticut Ave NW, Washington, DC 20009

Detailed agenda coming soon!

March 5, 2020 | 11:00-5:30pm, with a reception immediately following 5:30-7pm

Sessions will include:

• Federal and State Budget and Tax Outlook: Noted experts Sharon Parrott and Erica Williams, Center on Budget and Policy Priorities, will share key battles and opportunities and what’s at stake and in play in 2020.
• Public Benefits Innovations and Evolution: Stronger policies and social supports are needed in this rapidly changing economy to boost wages, modernize benefits, and ensure all Americans have access to food, housing, education, healthcare and other basic needs. Public benefits must be inclusive and provide coverage for all workers in all forms of employment, including unpaid caregivers and contract workers. Hear from field experts about community and worker led solutions for building a new social contract that is equitable and advances a just democracy and economy.
• Building Equity into the Tax Code: Learn about the historic and current-day connection between tax systems and racial and gender equity, how the fields of policy and community engagement have been working to address equity through changing the tax code, andhow funders can best support these initiatives.

March 6, 2020 | 9:00-2:00pm

Sessions will include:

• Building an Inclusive Economy and Democracy: Policy and Practice: How do we ensure everyone has a voice in our democracy and economy and move toward full and meaningful participation and representation?
• Key Policy Debates as We Head into the 2020 Elections: What are the presidential candidates’ key policy platforms on the economy, taxes, healthcare, and immigration? What issues are mobilizing voters and building public and political will to advance effective government, equitable policies and shared prosperity?
• Hot Issue Campaigns: Hear from organizers and advocates on how they are addressing some of our nation’s leading challenges on healthcare and immigration.

Who is eligible to attend this meeting?

The EOF Annual Budget and Tax Briefing is open to funders and philanthropic advisors whose primary activity is grantmaking. Staff from philanthropic serving organizations and philanthropic affinity groups are also eligible to participate.

All registrations are reviewed to ensure they meet the EOF eligibility policy. EOF reserves the right to refuse or cancel any ineligible registration at any time.

Registration closes cob February 25, 2020.

Space permitting, additional participants may be allowed to register after the February 25 deadline. Please contact cisegel@eofnetwork.org with registration questions. 

New this year, EOF is charging a nominal registration fee to help cover meeting expenses. The meeting registration fee is $100. A limited number of hardship registration fee waivers are available. Should the fee prohibit your participation, please contact csiegel@eofnetwork.org for more information and to request a waiver.

Registration covers all meeting sessions on March 5 and 6, lunch and a reception on March 5, and breakfast and lunch on March 6. Participants are responsible for their lodging and travel costs 

Cancellations received before end of day on February 25, 2020 will receive a full refund minus a $10 cancellation fee.  Cancellations received after February 25, 2020 are not eligible for a refund. For all cancellations, please email csiegel@eofnetwork.org.

If your plans change, your registration may be transferred to another individual within your organization no later than March 2, 2020.

Registration list coming soon!

We have secured a small block of rooms for the nights of March 4 and 5 at the *Washington Hilton, 1919 Connecticut Ave NW, Washington, DC 20009 (1/2 block from the meeting venue) at the special rate of $299/night. Click here to book your room at our group rate. Rooms must be reserved by February 4, 2020 to receive the special group rate.

Additional nearby hotels include:

*Beacon Hotel & Corporate Quarters, 1615 Rhode Island Ave NW, Washington, DC 20036 (1 mile from meeting venue)

Kimpton Carlyle Hotel Dupont Circle, 1731, New Hampshire Ave NW, Washington, D.C., DC 20009 (1/2 mile from meeting venue).

Location

FHI 360, Academy Hall, 1825 Connecticut Avenue, NW, 8th Floor, Washington, DC.

Red Line Metro Station: Dupont Circle

From Baltimore and Points North

From Richmond and Points South

From Dulles Airport

From Ronald Reagan National Airport

FHI 360 Conference Center Parking Information

Many thanks to our terrific planning committee for their time and leadership in shaping this event!

• Kit Judge, The Annie E. Casey Foundation
• Jean Ross, The Bernard and Anne Spitzer Charitable Trust
• Marcia Egbert, The George Gund Foundation
• Jason Cone, Robin Hood
• Pierre Joseph, Solidago Foundation

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 and the impact on their state budgets and economies;
• Discuss with peers the implications for programs serving children and families; 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. President Trump’s 2020 budget includes massive cuts to public services, shifting costs to the states and leaving policymakers with difficult choices about how to respond. Programs that support kids and families and help them afford the basics—like food assistance, Medicaid, housing, and education investments—are all at risk.

Local Watch Party Logistics

• There is no fee to participate.
• Watch parties will participate via a URL link. The only technology needed is an internet connection.
• Watch parties can view the federal budget and tax outlook presentation via live (on March 5, 2020, 12:30-2:00pm EST) webstream or as a recording at a later date.
• Participants viewing the live webstream will be on mute, but will have the opportunity to post questions via text or email during the Q&A portion of the session.
• We ask that hosts share watch party details (date, time, venue, sponsors, speakers, and number of participants) so that we can track participation.
• Watch party hosts will be recognized on the EOF website and meeting materials.

Virtual Budget and Tax Briefing for Grantmakers
[Date, Time]
[Host, Location Address]

Sample Agenda

• Fiscal 50: State Trends and Analysis, The Pew Charitable Trusts, January 9, 2020.
• How much money does your state receive from the federal government? By Samuel Stebbins, 24/7 Wall Street, USA Today, March 20, 2019.
• Addressing the Family-Sized Hole Federal Tax Reform Left for States, by Richard C. Auxier, Elaine Maag, Tax Policy Center, November 15, 2018.
• Federal Aid to State and Local Governments, Center on Budget and Policy Priorities, April 19, 2018.
• Federal Tax Reform and the States, National Conference of State Legislatures, April 1, 2018.
• How Much Do States Rely on Federal Funding?By Mike Maciag, Governing, May 22, 2017.