With major state and federal tax and budget debates on the horizon, California families and communities, particularly immigrant families and communities, may face significant economic hardship in the years to come.
Join your fellow California funders for a series of engaging and informative sessions exploring critical budget and tax issues affecting the state, including the impact of federal tax and budget measures on California, and what philanthropy can do to influence tax and budget policy discussions.
The Series, featuring expert speakers and foundation peers, will highlight the latest developments, challenges, and opportunities in budget and tax policy, immigrant economic inclusion, and systemic reform. Finally, the Series will be designed to encourage coordination and alignment across California philanthropy.
Each session in the Series is 75 minutes in duration (virtual):
- March 7 at 10 am PT – The Impact of Tax Systems on Improving Outcomes for California Children and Families.
- April 1 at 10 am PT – California funder debrief—what is at stake at the federal and state levels, building off of EOF’s budget and tax briefing.
- June 3 at 10 am PT – Immigrants are important members of California’s communities and economy. As national immigration policy continues to evolve, California’s diverse population, tax infrastructure, and public benefits systems are and will be deeply impacted. This session will provide an opportunity to get updates on federal administrative action on immigrants and public benefit policy and their intersections with equitable taxation and access to public resources. We’ll be joined by the California Immigrant Policy Center and the Ventura County Community Foundation for an interactive and timely virtual discussion exploring the far-reaching implications of immigration-related policy actions on tax equity across the state.
- August 20 at 12 pm PT – Tax systems simplification/Direct File updates and opportunities.
- October (TBD) – Public and private support for free tax preparation services in marginalized and often overlooked communities.
Please use this link to register for the virtual Series and to answer some brief questions about your foundation’s tax equity and access policy work.
This program is for funders and philanthropic advisors whose primary activity is grantmaking. Staff from philanthropic networks are also eligible to join.
Meeting Materials & Resources
COMING SOON…