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Treasury DAF Hearing Transcript

May 2024

On May 6th and 7th, the U.S. Department of the Treasury and the IRS hosted hearing in response to comments it received on proposed DAF regulations. United Philanthropy Forum Senior Director of Public Policy Matthew L. Evans joined over 30 different speakers and testified during the hearing.

The Charitable Act

March 2023

Text of The Charitable Act, introduced by Senators James Lankford (R-OK) and Chris Coons (D-DE).

Legacy IRA Legislation Summary

January 2023

A high-level summary of the recently pass Legacy IRA Provisions in Secure 2.0, some key messages/talking points, and general FAQs.

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