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Updates from the Nation's Capitol
Congress
Congress is into week four of a seven-week work period before the Memorial Day recess. Now that the health care debate is over, Congress has turned its attention to financial regulatory reform and the ever-present "tax extenders" legislation.
White House Office Picks Leader in Search for Innovative Charities
Paul L. Carttar - a nonprofit expert with a wide range of experience - has been named director of the Social Innovation Fund, the new federal grant program designed to help nonprofit groups expand effective programs. For the full story, click here.
 
Congress Could Consider Creating New Category of Organization, Expert Says
As part of future changes to the nation's tax structure, Congress could consider creating a category of organization that falls between a for-profit company and a nonprofit organization, says a key Senate staff member. For the full story, click here.
 
Obama's Plan to Reward Schools for Innovation Sparks Debate
President Obama aims to reinvent the Education Department as a venture capitalist for school reform, investing more in schools with innovative ideas. The Title I program, which supports Adelphi and thousands of other schools in low-income areas based on formulas of need, is not facing extinction. But Obama would freeze funding to the core of that program even as he sends billions of dollars to states that harmonize their policies with his.  For the full story, click here.
Council on Foundation's 2010 Legislative Agenda
The Council on Foundations has set their 2010 Legislative Agenda for Philanthropic Growth including the legislation priority issues outlined below. COF is actively partnering with members of Congress to seek support for these measures and collaborate with colleague organizations and funder networks to achieve broad support for these issues across the sector. 
  • Expansion and Extension of the IRA Charitable Rollover
    The council supports the expansion of the IRA charitable rollover to include gifts to donor-advised funds, supporting organizations, and private foundations; gifts above $100,000; and planned gifts. We also support the reinstatement and extension of the IRA charitable rollover to make it appli­cable to the 2010 tax year and beyond.
  • Maintain Current Law on Charitable Deduction Rates
    Changes to the link between an individual's tax rate and the charitable deduction rate they can claim make the tax code more complex and threaten to reduce the charitable giving needed to support worthy nonprofits across the country. At a time when charities are faced with increasing demands from their communities, it is important that public policies support and encourage charitable giving. The council strongly supports maintaining the current law with respect to itemized charitable deductions. 
  • Reinstatement of the Estate Tax
    The estate tax is an important incentive to charitable giving during a donor's lifetime, as donors use charitable gifts to reduce their estates and the taxes they would otherwise pay on those estates. The council supports the reinstatement of an estate or inheritance tax that continues to provide robust incentives for charitable giving. However, the council also supports reform of the tax to create an appropriate exemption level, such as the current $3.5 million per spouse, for smaller estates, farmers, and small business owners, while retaining a high enough marginal rate, such as the current 45 percent rate, as an incentive for the wealthiest taxpayers to give generously.
 To read more about each of these issues and more, visit COF's public policy webpage.
 Updates from the State Capitol
The final general business floor period of the 2009-2010 legislation session ended on April 22.  A limited business floorperiod will begin on May 4 and end on May 6, and a veto review floorperiod is scheduled for May 25 and 26. 
 
Highlights from the 2009-2010 Legislation Session:
  • The Assembly voted 50-47 to pass 2009 Senate Bill 437, which would reorganize the Milwaukee Public School System and creates a commission headed by the state superintendent to redistrict and implement new districts in the system.
  • Both the Senate and the Assembly passed 2009 Senate Bill 651, popularly known as the "Green to Gold" bill, on April 20. The bill would authorize loans through the Department of Commerce that would be granted to manufacturing businesses for implementing energy efficient measures, retooling to manufacture products that support a green economy, expanding or establishing clean energy processes, and hiring or retraining workers to take part in the above activities. The bill was adopted by a vote of 28-5 in the Senate and 78-20 in the Assembly.
  • The Legislature has declined to take a vote on a resolution to authorize the Attorney General to file a lawsuit against the federal government over health care reform.  The Assembly rejected a procedural move to pull 2009 Assembly Resolution 21 from committee early on Friday morning.  On April 20, the Senate rejected an attempt to schedule a vote on 2009 Senate Resolution 11.
  • With the adjournment of the Senate on Thursday afternoon, 2009 Senate Bill 450, the Clean Energy Jobs Act (CEJA), will most likely expire with the legislative session. The bill was never scheduled for a vote in the senate chamber.

Bills that failed:

  • Bill that addresses global warming
  • Bill that would allow the Milwaukee mayor to appoint the school superintendent
  • Bill allowing people to register to vote online
Read more from Milwaukee Journal Sentinel's "Not every bill became state law"
2010 Census
Wisconsin Leads Nation in Census Response
Wisconsin led the nation in returning 2010 Census forms, the U.S. Census Bureau announced.
Eighty-one percent of the state's households that received the questionnaires mailed them back. Nationally, 72% of households returned the forms. The national return rate exceeded the expectations of Census Bureau leaders.
For the full story, click here.
Articles, Reports and Resources
  • Will Ties Between Government and Foundations Last?
    Foundation leaders and philanthropy experts debated the consequences of the growing number of partnerships between philanthropy and the federal government.
  • Fighting Foreclosures: What you can do in your neighborhood
    Grassroots Grantmakers and The Cleveland Foundation's Neighborhood Connections have just completed this 8-page "sharing the learning" publication - designed as a resource for both funders and the block level organizations that they support via grassroots grantmaking.
    Using block-level foreclosure response in Cleveland's as a backdrop, the report includes includes definitions, practical ideas, and links to resources that can be used to jump-start a conversation in other communities about the important role that grassroots groups (and funders) can play in a strategic, big-picture approach to foreclosure.
  • Donors Show More Willingness to Give
    Donors are growing more confident in their ability to give to charity as the economy shows signs of stablizing, according to a new poll of more than 500 donors.
  • IRS Continues Its Focus on Governance Matters
    The Internal Revenue Service is not backing away from its controversial efforts to promote good governance by charities, according to its top nonprofit regulator.
  • Obamas Donated 6% of Income to Charity
    President Obama and his wife, Michelle, last year donated 6 percent of their income of $5.5-million to charity, according to figures released by the White House. 
  • One-Fourth of Nonprofits are to Lose Tax Breaks New York Times reports on non-profit doomsday due to provision in the 2006 Pension Protection Act 
  • Foundation Growth & Giving Estimates
    • $42.9 billion estimated giving by foundations in 2009
    • -8.4 percent estimated giving decrease between 2008 and 2009
    • Findings from the Foundation Center's annual "Foundation Giving Forecast Survey" suggest that 2010 foundation giving will remain flat. Should poor housing sales, increasing oil prices, persistent unemployment, or other unforeseen factors not derail the economic rebound that began late last year, it appears likely that foundation giving will show positive, albeit very modest growth in 2011.
Register today!
Arabella Insights and Grantmakers in Health present 
Teleconference:
What Health Care Reform Means for Philanthropists
Tuesday May 4, 2010
1:00 - 2:00 p.m.
No Charge
 
What does the biggest health care reform in decades mean for donors like you? How will it affect the hospital, clinic or health care providers you currently help? What impact will it have on your community and the needs of populations you support? What does it miss? And what new opportunities for strategic philanthropy does it create? Join Arabella Insights teleconference to explore answers to these questions and more. Our panel of speakers will include:
  • Andy Hyman, Director of Coverage Team, Robert Wood Johnson Foundation
  • Peter Long, Senior Vice President for Executive Operations, Henry J. Kaiser Family Foundation
  • Shannon Brownlee, Senior Research Fellow, New America Foundation and author of Overtreated: Why Too Much Medicine is Making Us Sicker and Poorer
  • Wendy J. Wolf, President and CEO, Maine Health Access Foundation
Moderated by Fawzia Ahmed, Associate Director, Arabella Advisors
 

Sincerely,

 
Rosemary Lillich Morby                                                             
Director of Programming and Special Initiatives                
Donors Forum of Wisconsin        
 
 These articles provide information of a general nature, and none of the information is intended as legal advice relative to specific matters. You should consult with an attorney about your particular circumstances before acting on any of this information.
 
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