Annual Budget and Tax Briefing

AGENDA

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

Thursday, March 5, 2020

Friday, March 6, 2020

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.

Participant List

Nearby hotels include:

*Washington Hilton, 1919 Connecticut Ave NW, Washington, DC 20009 (1/2 block from the meeting venue)

*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

Federal Budget and Tax Outlook

• Trump 2021 Budget Roundup, Center on Budget and Policy Priorities, February 18, 2020.
• What Trump proposed in his 2021 budget, By Brittany Renee Mayes, Jennifer Liberto and Damian Paletta, The Washington Post, Feb. 10, 2020
• The First Angry Man, Bread and Butter Films, 2020. If you ever wondered how the great public ambitions of postwar America collapsed into the bitter parsimony of the permanent tax revolt, look no further than Howard Jarvis, whose 1978 ballot initiative, Proposition 13, changed everything in California and beyond. The First Angry Man unpacks the dramatic campaign, its quirky characters and the enduring consequences that continue to define our times.
• Trump signs $1.4-trillion spending package, averting a holiday shutdown, By Associated Press, Los Angeles Times, December 19, 2019.
• Long-Term Budget Outlook Has Improved Substantially Since 2010 But Remains Challenging, By Richard Kogan, Paul N. Van de Water, Kathleen Bryant, Center on Budget and Policy Priorities, October 2019.

State Budget and Tax Outlook

• Urban Institute State Fiscal Briefs: Our new briefs summarize each state’s finances, politics, economics, and demographics and can help you better understand and prepare for policy debates in all 50 states and the District of Columbia. January 2020.
• Fiscal 50: State Trends and Analysis, The Pew Charitable Trusts, January 9, 2020.
• Fiscal Survey of the States, National Association of State Budget Officers, Fall 2019.

Public Benefits Innovations and Evolutions

• A New Social Contract for Workers, Co-produced by Partners for Dignity and Rights, National Employment Law Project Action, Jobs With Justice, People’s Action Institute, The Center for Popular Democracy, Rights & Democracy Institute, Caring Across Generations, September 2019.
• Ballmer Group Awards $5 Million to Benefits Data Trust, Philanthropy News Digest, Candid, January 22, 2020. 
• Moving on Up: Helping Families Climb the Economic Ladder by Addressing Benefits Cliffs, National Council of State Legislatures, July 2019.
• Portable Non-Employer Retirement Benefits: An Approach to Expanding Coverage for a 21st Century Workforce, Aspen Institute and Common Wealth, February 2019.
• A New Social Contract: Transformative Solutions Built By and For Communities, By Cathy Albisa and Ben Palmquist with Brittany Scott and Sean Sellers and Marigo Farr, National Economic & Social Rights Initiative, 2018.

Building Equity into the Tax Code

• The Faulty Foundations of the Tax Code: Gender and Racial Bias in Our Tax Code, By Ariel Jurow Kleiman (University of San Diego School of Law), Amy Matsui, and Estelle Mitchell (National Women’s Law Center), November 2019.
• Reckoning with the Hidden Rules of Gender in the Tax Code:  How Low Taxes on Corporations and the Wealthy Impact Women’s Economic Opportunity and Security, By Katy Milani (Roosevelt Institute), Melissa Boteach (National Women’s Law Center), Steph Sterling (Roosevelt Institute), and Sarah Hassmer (National Women’s Law Center), November 2019.
• A Tax Code for the Rest of Us:  A Framework & Recommendations for Advancing Gender & Racial Equity Through Tax Credits, By Indivar Dutta-Gupta, Kali Grant, Rachel Black, and Funke Adenronmu (Georgetown Center on Poverty and Inequality), November 2019.
• How the Federal Tax Code Can Better Advance Racial Equity: 2017 Tax Law Took Step Backward, By Chye-Ching Huang, Roderick Taylor, Center on Budget and Policy Priorities, July 25, 2019.
• Advancing Racial Equity With State Tax Policy, By Michael Leachman, Michael Mitchell, Nicholas Johnson, Erica Williams, Center on Budget and Policy Priorities, November 15, 2018.

Building an Inclusive Democracy and Economy

• VIDEO: Understanding the diverse views of black voters, MSNBC, February 17, 2020: MSNBC Correspondent, Trymaine Lee, Co-Founder of the Black Voters Matter Fund, Latosha Brown and Co-Founder of Campaign Zero, Brittany Packnett Cunningham, sit down with Craig Melvin to break down the issues that are on the minds of voters of color in South Carolina.
• How the Founder of Black Voters Matter Thinks About Bloomberg, By Jennifer Medina, The New York Times, February 13, 2020.
• A radical way to mobilize black voters in 2020: Work on issues, not voting. The Black Voters Matter Fund travels the country listening to black Americans and giving them tools to force change, By Janell Ross, NBC News, October 2019.
• Everyone’s America: State Policies for an Equal Say in Our Democracy and an Equal Chance in Our Economy, Summer 2018 Edition, Demos. 

Key Policy Debates as We Head Into the 2020 Elections

• The Issues (Politico): The most comprehensive guide anywhere to the issues shaping the 2020 Democratic presidential primary. Search by candidate, issue or category. 
• Sanders Wins Again. So Does Trump, By Ramesh Ponnuru, Bloomberg Opinion, February 20, 2020.
• Opinion: Democracy reform’s welcome arrival as a Democratic cause, By Mark Schmitt, The Fulcrum, February 12, 2020.
• A Democratic President Cannot Undo All of Trump’s Damage in 100 Days, By Mark Schmitt, The New York Time Opinion, February 7, 2020.
• Where the 2020 Presidential Candidates Stand on Tax Policy, Tax Policy Center, January 2020 (regularly updated).
• Bernie Sanders can win, and so can his revolution, By Ramesh Ponnuru, Bloomberg Opinion, January 26, 2020.
• Trump’s economy keeps tripping up Democrats, By Ramesh Ponnuru,  Bloomberg Opinion, December 24, 2019.

Responding to Attacks on Healthcare and Immigration

• Protecting Immigrant Families Campaign: A partnership of the National Immigration Law Center and CLASP (The Center for Law and Social Policy), the “Protecting Immigrant Families, Advancing Our Future” campaign is made up of hundreds of diverse organizations committed to lifting up immigrant voices and advocating for humane immigration policies in our communities and in our country.
• On Eve of 2020 Census, Many People in Hard-to-Count Groups Remain Concerned about Participating, By Michael Karpman, Stephen Zuckerman, Dulce Gonzalez, Urban Institute, February 20, 2020
• 5 Things To Know About Trump’s Medicaid Block Grant Plan, By Rachana Pradhan and Phil Galewitz, Kaiser Health News, January 31, 2020.
• The Health 202: The Trump administration calls it ‘Healthy Adult Opportunity.’ Critics call it less Medicaid, By Paige Winfield Cunningham, The Washington Post, January 31, 2020.
• Supreme Court allows Trump to enforce ‘public charge’ immigration rule, By Susannah Luthi, Politico, January 27, 2020.
• Public Charge Litigation Tracker, Center on Budget and Policy Priorities and Massachusetts Law Reform Society,  Updated January 16, 2020.
• Public Charge Update: What Advocates Need to Know Fact Sheet, Protecting Immigrant Families, December 18, 2019.
• Continued Uncertainty As Fifth Circuit Strikes Mandate, Remands On Rest Of ACA, By Katie Keith, Health Affairs, December 19, 2019.
• The Number of Uninsured Children is on the Rise, By Joan Akler and Lauren Roygardner, Georgetown Center for Children and Families, October 2019.
• Antipoverty Impact Of Medicaid Growing With State Expansions Over Time, By Naomi Zewde and Christopher Wimer, Center on Poverty and Social Policy, Columbia University School of Social Work, January 2019.

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

• Sharron Parrott, Senior Vice President for Federal Policy and Program Development, Center on Budget and Policy Priorities
• Erica Williams, Senior Director of State Policy Initiatives, Center on Budget and Policy Priorities

60 minutes

Funder Discussion

Local experts will share their perspective on [state’s] fiscal landscape and how the federal landscape will affect funding for critical programs and services serving children and families in [state].   We will then have an open discussion about what this means for our work as funders and for the work of our grantees.

Local speakers may include staff from the State Priorities Partnership group in your state or other non-profit human services coalitions.  Sample questions your follow-up conversation might explore:

• How does the federal tax and budget landscape impact our state/locality?
• How do federal decisions impact the resources our state and local leaders can access for critical safety net human services, health and/or education services?
• If proposed federal changes go through, how would this impact the areas our foundations focus on and our grantmaking seeks to advance?
• What is the policy and advocacy infrastructure in our state/locality to help inform federal and state decision makers?  How is it connected to federal and state tax and budget debates?  What are its strengths and areas that need attention?
• How can we, as grantmakers, work collaboratively to ensure that decisions made about public funding impacting struggling populations and communities are informed by the best practices of our grantees?

[Add speaker names here].

5-10 minutesClosing Remarks/Adjourn

• 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.