15th Annual Budget and Tax Briefing

15th Annual Budget and Tax Briefing: Navigating the Challenges Ahead Together
March 22-23, 2018
Washington, DC



March 22, 2018 - Budget and Tax Briefing
Kimpton Monaco Washington DC, Paris Ballroom, 700 F Street NW, Washington DC 20004

Funders and philanthropic advisors will learn about and discuss pressing political developments, federal and state budget and tax issues, and emerging advocacy and communications strategies for protecting programs and policies that support low-income families, workers and communities. 

8:30am The Pre-Conference Breakfast Program, Pro-Family Conservatism in the Age of Trump scheduled for March 22 from 8:30-9:45am, has been cancelled due to the weather conditions.




Welcome and Introductions

10:30am Table Discussions: Taking Stock and Looking Forward
Working in small groups, funder participants will identify pressing concerns and strategies for moving the needle in 2018.   
11:00am Break
11:15am Federal Policy, Budget and Revenue Outlook – What’s in store during the 115th Congress?
Noted tax and budget policy expert Bob Greenstein will provide an overview on the key provisions in the federal budget, discuss current and upcoming budget debates, and offer insights on the potential impact on struggling families, workers and communities.
12:15pm Lunch
1:15pm Preparing for and Responding to This Year’s Urgent Threats and Opportunities
Participants will have the opportunity to dig deeper on the many interrelated threats at the federal level (including SNAP, Medicaid, welfare reform, immigration) that will hit struggling families and communities of color the hardest.  Participants will also engage in small group discussions on how funders and groups on the ground can respond to meet the moment and share and seek advice to advance their work.
  • Cassandra McKee, Program Officer, Children’s Economic Security Program, Wellspring Philanthropic Fund and GIST Steering Committee Member (Moderator)
  • Indivar Dutta-Gupta, Co-Executive Director, Georgetown Center on Poverty and Inequality
  • Cristina Jiménez, Co-Founder and Executive Director, United We Dream
  • Margarida Jorge, Co-Executive Director, Healthcare for America Now & Healthcare for America Now Education Fund
  • Wendoly Marte, Field Director, Safety Net Defense and Senior Organizer, Center for Community Change/Action
  • Angel Padilla, Policy Director, Indivisible
3:30pm Break
3:45pm A Focus on the States
During this session a panel of experts will explore key battles and opportunities in the states, discuss the role states play in building power and moving federal policy, and examine what’s at stake and in play in 2018. 


Reflections and Closing Remarks
Participants will share key take-a-ways from the meeting and next steps. 

  • Michael Laracy, Director, Policy Reform and Advocacy, The Annie E. Casey Foundation and GIST Steering Committee Member
5:15pm Reception
Participants are invited to stay for an informal reception to network and socialize.  Drinks and light hors d’oeuvres will be served
6:15pm Adjourn

*participating virtually, via videoconference

March 23, 2018 - Funder Strategy Meeting
Note Different Venue: Independent Sector, 1602 L Street NW, Suite 900, Washington, DC 20036

On the second day, we will reconvene and have a more focused conversation regarding funder strategies to address short and long-term policy challenges. Through sharing and facilitated conversation, participants will have the opportunity to provide updates on their funding strategies and priorities, explore how their work is evolving in response to the current environment, and work collectively to identify opportunities for alignment and collaboration. Discussions will focus on responding to this year’s threats to the safety net at the federal level and opportunities for building power in the states.

9:00am Welcome and Introductions
9:45am Break


Exploring Our Work -- Protecting the Safety Net and Critical Programs -- in this session we will explore foundation responses to threats to the safety net and funding for critical programs and services.

11:30am Networking Lunch


Exploring Our Work -- Building Power in the States -- in this session participants will share efforts to build cross-issue power in the states to address federal and state resource changes and to protect critical services and threatened communities

1:45pm Next Steps
2:00pm Adjourn