Tax Equity Series
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 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 sessions, 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 sessions will be designed to encourage coordination and alignment across California philanthropy.
The Main Goals in 2025 are to:
- Identify opportunities to align and amplify existing and new policy and advocacy efforts
- Engage a broad spectrum of California funders, especially from underrepresented areas
- Build relationships among policy advocacy and economic security funders in the state.
This survey has been designed to set the stage for these conversations. It asks questions about your current policy and advocacy giving within the tax equity ecosystem. The results of these questions will be shared with other participants in the Series so they can learn more about your work and perspectives (they will not be shared beyond this).
Sessions (each session will be 75 minutes long):
- Session 1: The Impact of Tax Systems | March 7: 10:00 AM PST | The Impact of Tax Systems on Improving Outcomes for California Children and Families.
- Session 2: CA Funder Debrief | April 1: 10:00 AM PST | What is at stake at the federal and state levels, building off of EOF’s budget and tax briefing.
- Session 3: Immigration Debrief | June (date TBD) | Update on immigrant action, with a focus on economic inclusion and tax equity.
- Session 4:Tax Systems Simplified | August (date TBD) | Tax systems simplification as well as Direct File updates and opportunities.
- Session 5: October (date TBD)
We are hoping for robust discussions as we come together to share insights and learn from each other.
This program is for funders and philanthropic advisors whose primary activity is grantmaking. Staff from philanthropic networks are also eligible to join. If you have any questions, please contact Sarah Griffiths: [email protected]
Speakers
Shimica Gaskins
Chris Hoene
Partners
