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In this edition of Washington Snapshot we share additional budget reconciliation updates as several House Committees began markup. Plus, House oversight agenda, "skinny" budget, Executive Order roundup, pending state legislation, and more.
Shimmy brings expertise on a wide range of industries on government relations matters related to tax, financial services, pension issues, and international trade. Prior to joining S-3, Shimmy represented clients at West Front Strategies LLC, where he helped develop focused, successful strategies to…
Community Foundations and other public charities may engage in an insubstantial amount of lobbying as part of normal operations. But what are the rules around engaging in self-defense?
Internal Revenue Code Section 4911(d)(2)(C) provides public charities with an exception to the…
Overview
Many provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) will expire at the end of 2025, prompting the need for Congress to pass legislation before the end of the year that extends, amends, or expands the TCJA, or some combination thereof. This guide supplements other Council…
FAQs
Get answers to frequently asked questions about Leading Locally 2025. Still have questions? Reach out to us at conferences@cof.org.
Hotel/Travel
Leading Locally 2025 will be held at the Hilton Minneapolis Downtown
1001 Marquette Avenue South
Minneapolis, Minnesota, 55403-2440
Hilton Minneapolis Downtown Hotel Reservations
To guarantee accommodations at the discounted group rate at our host hotel, the Hilton…
What is the five percent payout requirement?
Each year, every private foundation must make eligible charitable expenditures that equal or exceed approximately five percent of the value of its endowment. The purpose behind the minimum payout requirement contained in Internal Revenue Code Section…
What counts as a qualifying distribution?
A foundation can meet the minimum-payout requirement with any expenditure that meets the definition of a “qualifying distribution.” In short, the law states a foundation must have qualifying distributions equal to approximately 5%, not a “payout” of 5…
Kristi joined the Milwaukee Habitat staff in January 2020 and currently serves as Volunteer Services and Events Manager. In addition, she develops engagement opportunities for all of Milwaukee Habitat's faith partners. She brings over 30 years of experience working in ministry and community-…
Joe Evans is a senior social investment officer at The Kresge Foundation and a senior fellow for climate finance at the Opportunity Finance Network. At Kresge, he has spent the past five years working to ensure that markets left behind by traditional finance actors benefit equally from new…