Philanthropy in Transition

Navigating the Shifting Tax Landscape

In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation about pending tax proposals and the impact they may have on private foundations and donor-advised funds (DAFs). We discussed three tax proposals, including two pieces of legislation, put forth that have the potential to reshape the philanthropic landscape:
• The Biden Plan, known as the Green Book and the potential impact on charitable giving
• The recently released House Ways and Means Proposal with estate tax, income tax and IRA changes
• The Accelerating Charitable Efforts (ACE) Act and what it means for foundations and DAFs

Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.

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