Highlights from 2020 Nonprofit Policy Conferences

一些主要的政策导向会议随后是11月选举。以下是我有机会参加的会议的一些亮点。

基金会公共政策峰会biwin必威365

  • 打开选举。You can find some of speaker Charlie Cook’s talking points in these articles available on the Cook Political Report:Lots of Turnout, Little Ticket Splitting;定义我们的分裂;Democrats Must Go Down to Georgia to Save Disappearing Hopes of a Senate Majority
  • 推进黑色社区的股权和建设权力。Tonya Allen通过Spencer Overton,Rashad Robinson和Bakari Sellers组成了一个令人难以置信的面板。“黑人社区在几乎每个指标 - 工作损失,健康结果,住房不稳定和清单上都会遭受痛苦。本面板将讨论应对这一不公正的故意投资和政策解决方案,以为黑人人和社区造成这些长期差异的不公正。“
  • Overton:如何在foref黑人社区ront of the change in the economy post-COVID and not just an afterthought? Long-term, systemic investments in Black institutions are required because it is going to take a generation to shift these structural racial inequities.
  • Allen: Philanthropy has been basically starving Black organizations which leaves them ill-equipped to be at the table for essential policy conversations they need to be a part of.
  • 罗宾逊:我们需要在决定[临时]慈善解决方案或结构解决方案的决策时,我们需要识别创建慈善事业的政策和权力动态。让我们不要花时间修理人;让我们花时间来定制系统和结构。
  • Sellers: I don’t believe you can have race-neutral policies fix race-specific problems. The Payroll Protection Program was a disaster for Black communities because the policy makers failed to consider the disadvantage that unbanked and underbanked Black-owned small businesses would have in accessing the forgivable loans. Every significant change for Black people has been because of blood and bodies on the street.

CalNonprofits Policy Convention

  • 加利福尼亚州律师将Xavier Becerra主题演讲。下一步是什么?继续我们的民主(以及一些疑问)。司法部长(AG)办公室正试图跟上慈善部门如何发展,包括平台慈善机构[和慈善筹款平台,目前可能不会落在AG的监管制度内]。
  • 这是一个机会向前移动,以便到我们想要的地方,包括母亲自然。政府并不敏捷,所以他们依靠非营利组织向我们迈进。但AG必须是非营利组织的支持合作伙伴,需要听到它如何最好的帮助。
  • 是什么让颜色的非营利组织不同?Moderator Vu Le asked the panelists if they’ve been questioned about why their organizations focus on specific communities rather than more broadly on all communities. The “All lives matter” motto immediately popped in my mind. Surprising (but not really) to hear from Milan Balinton (African American Community Service Agency) that it was recommended him to remove “African American” from the name of the corporation. He replied, “That’s not happening.”
  • 乐还询问公众和媒体如何将土着社区视为一整位,只是一个社区,美洲原住民。Britta Guerrero(萨克拉门托原住民美国健康中心)回答说,她必须定期花时间教育人们,这些社区都被称为土着或本土。分解数据也可以在其他社区中非常重要。
  • Lu表示不满的融资模式that result in grants going to White-led organizations without relationships to the communities being served by grassroots organizations. Balinton recommended that funders come to the grassroots organizations to learn the truth rather than to dictate their requirements. Community foundations can convene and facilitate important discussions. Vincent Pan (Chinese for Affirmative Action) stated some more practical and immediate solutions: foundations contributing to pooled funds and fiscal sponsorship models supporting greater collaboration. Joanna Jackson (Weingart Foundation) is optimistic and hopeful about the changes occurring during this moment to make grants more expedient and equitable may stick and advance even after the COVID crisis passes.
  • Lu next asked about how White-led organizations could be better aliies in the racial justice movement. Guerrero said think less about what you have to lose and more about what you have to gain. Hugo Villa (The Village Family Services) summarized it by stating partnership, partnership, partnership.
  • Resilience in Adversity: Personal and Organizational StrategiesPanelist Kad Smith (CompassPoint) : We’re not going back to a business as usual mindset. For resilience, need to set our teams up for success with more agility and autonomy. Can’t just be in prolonged crisis mode.
  • Eveline Shen (Forward Together): For resilience, we need tools to deal with conflict effectively and we need to see conflict as a partnership rather than a boxing match.
  • (Fun) Debate: As a movement, we should advocate for moving wealth into communities through increased taxes vs. tax breaks to incentivize philanthropy.
  • Pro-tax is pro-democracy, pro-public good, and pro-safety nets. Tax breaks were designed to favor the wealthy and this also applies to the charitable contribution deduction, which is not available to the vast majority of tax payers. Tax incentives are not the primary driver of charitable giving and are big contributors to the nonprofit industrialized complex. We can’t rely on private individuals to make decisions on what public goods to fund with almost no accountability. Government may be inefficient but it’s really the only way to make necessary changes at scale. Adam Smith: The purpose of tax is to remedy inequality.
  • 税收休息。公平和只是税收制度将是将财富移入社区的更好方式,但我们首先需要改变税收制度和筹款,以倡导此类变革。只是让政府收集更多税收而没有关于如何使用这些基金的规则,不会确保更多财富流入我们的社区。和政府及其官僚机构将导致我们社区的效率低得多,更具创新申请。社会运动不通过公共部门的资金来工作。税收更高,更高,更公平的激励措施是更好的解决方案。

naag / nasco会议:风化了暴风雨

  • State/Federal Trade Commission Update.“[A] discussion of major regulation and enforcement priorities of the NASCO and NAAG memberships and the FTC for 2020-21.”
  • 学校和学院:非营利组织的利润转换是一个监管重点领域;合并可能受到许多利益攸关方的挑战,但慈善官员需要谨慎地支持合法的兼并。
  • Crowdfunding: Brief discussion from Tania Ibañez (Senior Assistant Attorney General California Attorney General’s Office Charitable Trusts) about the California online crowdfunding bill AB 2208 that died largely due to COVID-related priorities; she expects the bill to be presented again at the next session. Mention of PayPal Charitable Giving Fund settlement with 22 states (see NASCOpress release). Notice of Prof. Lloyd Mayer’s recentarticle关于慈善众区和NASCO关于发展捐助者的指导的现行工作。
  • Form 990: Tip from Jim Sheehan from NY Charities Bureau: Nonprofits should pay extra attention to Form 990 Schedules J, L, and O.
  • FTC:Donating Through an Online Giving Portal
  • More from California: Charities must disclose “adverse actions” (including suspension, revocation, denial of registration, civil or criminal judgment, fine, administrative or civil penalty, settlement) from different states; failure to disclose can result in denial of registration.
  • Navigating the Turbulence: Asset Management in the Current Environment。“本次会议将解决资产管理战略 - 包括利纳禀赋,修改礼品工具和兼并 - 以及这些机制提出的实际和监管问题。”
  • Board engagement emphasized. Meet early and often during extreme challenges. The role of the board chair is critical. Must be proactive and open to and prepared to make difficult decisions.
  • 慈善信托主义。慈善机构必须尊重和尊重捐助者限制,并且在他们收到或赚取收入时,他们的特派团陈述的资产限制。参见,例如,Charitable Trust Doctrine
  • Executive compensation and incentive goals to stay with organization during pandemic. Even if total compensation is reasonable, there may be still be issues.
  • Riding the Wave: Fundraising in the Current Environment。“本次会议将通过旧的和新形式征求捐赠征求,重点是通过虚拟世界筹款提出的监管和法律问题。”
  • Brian Armstrong (CA AG): Charities regulators emphasize protecting the charitable sector and the public including through regulating in the following areas: proper registration, charity supervision and control of fundraising on its behalf, prevention of donor confusion or misunderstanding, proper use of donations for the solicited purposes, prior written consent from those who sponsor, endorse, or approve solicitations.