Agenda

Welcome to Foundations on the Hill! The following is the block agenda that will continue to be detailed and updated.

Monday, March 18

3:30–4:30 p.m.	Federal Briefing: U.S. Department of State** (Room 1105, Harry S. Truman Building - State Department, 2201 C St. NW, Washington, D.C.)

4–5:15 p.m.	EPIP Forum on Advocacy for New Participants (Salon D, 2nd Floor – Washington Marriott, 1221 22nd St. NW, Washington, DC 20037)

5:30–7 p.m.	FOTH Registration and Informal “Meet and Greet” (Salon E, 2nd Floor – Washington Marriott, 1221 22nd St. NW, Washington, DC 20037)

Tuesday, March 19

7 a.m.	Registration Opens – Light Refreshments Available (DuPont Ballroom, 2nd Floor – Washington Marriott, 1221 22nd St. NW, Washington, DC 20037)
8–11 a.m.	ACR Summit for Leaders – Continental Breakfast Available Beginning at 7:30am (West End Ballroom, 2nd Floor – Washington Marriott, 1221 22nd St. NW, Washington, DC 20037) 8:00 - 9:30 a.m. Welcome and Congressional Panel With tax reform on the horizon, and the pressing need for deficit reduction, we expect 2013 to be a critical year for our sector. In this discussion, Congressional staff will provide an insider's look at the legislative landscape on Capitol Hill for 2013 and what issues could impact the philanthropic community. *Miguel A. Martínez Jr.*, tax & benefits counsel for Representative John Lewis (D-GA)* Zachary Rudisill, legislative director and tax counsel for Representative Dave Reichert (R-WA) Preston Rutledge*, tax & benefits counsel for Senator Orrin Hatch (R-UT), Senate Finance Committee *Tiffany Smith*, tax counsel for Senator Max Baucus (D-MT), Senate Finance Committee *Steve Taylor*, senior vice president and counsel for public policy, United Way Worldwide (moderator) Reps. Lewis and Reichert co-chair the tax reform working group on nonprofitand charitable issues. 9:30 - 9:40 a.m.* Hot State Issues State and local governments are under increased budget pressure exacerbated by recent, and likely further, federal spending cuts. In many cases, states are curtailing tax breaks to raise more revenue, raising tax rates and fees, and are cutting their own spending. This panel will identify some of these trends. *Pat Read*, principal, Pat Read Consulting 9:40 - 9:50 a.m. Paradigm Shift: What is the Purpose of the Charitable Deduction? The charitable deduction has become a top revenue target in Washington because its policy justification has been forgotten. Alex Reid, formerly of the Joint Committee on Taxation, will discuss the legal and policy underpinnings of the charitable deduction, and why it should be taken off the table as a source of government revenue. *Alexander Reid*, of counsel, Morgan Lewis (former staff member for Joint Committee on Taxation) 10:00 - 11:00 a.m. Lessons Learned from the Fiscal Cliff Even though Congress narrowly averted the fiscal cliff just a few months ago, the first half of this year is peppered with more federal budget deadlines. In December, we met with more than 125 lawmakers, along with other leaders of the Charitable Giving Coalition, to relay our message on the value of charitable giving incentives to policymakers. By explaining why our sector is different and the charitable deduction is unique, we kept direct cuts, caps, and limits to the charitable deduction at bay. We also utilized a successful multi-pronged media strategy to strengthen our message to lawmakers back home and in communities across the country. For the next round, the stakes are even higher and both sides have already dug in. Tax deductions and credits are attracting more and more attention. What lessons from the fiscal cliff debate can we use going forward to protect the charitable deduction? This panel will explore all of these options. *Steven Moore,* executive director, M. J. Murdock Charitable Trust (introduction and remarks) *Brian Flahaven*, director, legislative, foundation and recognition programs, Council for Advancement and Support of Education Alison Hawkins, director of external affairs, The Philanthropy Roundtable *Gloria Johnson-Cusack*, executive director, Leadership 18 *Sandra Swirski*, executive director, Alliance for Charitable Reform *Sue Santa*, senior vice president for public policy and legal affairs, Council on Foundations (moderator) *additional speakers to be confirmed
11 a.m.–Noon	Rally for Philanthropy (West End Ballroom, 2nd Floor – Washington Marriott, 1221 22nd St. NW, Washington, DC 20037)
Noon-1 p.m.	Lunch and Delegation Strategy Meetings (West End Ballroom, 2nd Floor – Washington Marriott, 1221 22nd St. NW, Washington, DC 20037)
1–5 p.m.	Congressional Meetings and Federal Briefings - Round One*
3–4 p.m.	Federal Briefing: Environmental Protection Agency** (Room 4425, EPA East Building - Environmental Protection Agency, 1201 Constitution Ave. NW, Washington, DC 20460)
5:30–6:30 p.m.	Reception (SR-325 Kennedy Caucus Room – Russell Senate Office Building, 1st and C Streets, N.E. Washington, DC 20510)

Wednesday, March 20

8–9:00 a.m.	Breakfast and Delegation Debrief (West End Ballroom, 2nd Floor – Washington Marriott, 1221 22nd St. NW, Washington, DC 20037)
9:30 a.m.–4 p.m.	Congressional Meetings and Federal Briefings - Round Two*
10:30–11:30 a.m.	Federal Briefing: U.S. Department of Agriculture** (Room 221-A, USDA Whitten Building - Jefferson Street Entrance, On the National Mall, between 12th and 14th Avenues SW, Washington, DC 20250)
10 a.m.–2 p.m.	Respite Room Available (Eisenhower Room - Capitol Hill Club, 300 1st St. SE, Washington, DC 20003)
11 a.m.–1:30 p.m.	Lunch (Eisenhower Room - Capitol Hill Club, 300 1st St. SE, Washington, DC 20003)
Noon-1 p.m.	Federal Briefing: U.S. Department of Education** (Secretary's Conference Room, C Street Entrance - Department of ED, 400 Maryland Ave. SW, Washington, DC 20202 There is a waitlist for this event.)
1:30-2:30 p.m.	Federal Briefing: Federal Emergency Management Agency** (Blue Conference Room #623 (1 and 2) - FEMA, 500 C St. SW, Washington, DC 20472)
3–4 p.m.	Federal Briefing: U.S. Department of Housing and Urban Development** (Meeting Room 8138 - HUD, 451 7th St. SW, Washington, DC 20410)

*FOTH staff will be posted at command stations in the Longworth House Office Building and Dirksen Senate Office Building cafeterias. Stop by to debrief, ask questions, and pick up additional materials as needed.

**A new feature has been added to FOTH for 2013: briefings at federal departments hosted by their philanthropic liaisons. The federal briefings are open to any FOTH attendees interested in discussing executive branch public policy initiatives. Security procedures in some federal buildings necessitate preparation of attendance lists which facilitate admittance to the Departments, so please RSVP for any briefings by signing up on your FOTH registration form. Transportation to these briefings is on your own. Metro maps and taxi information will be available at the FOTH resource tables. If you have any questions, please contact Tim Huber (703-879-0693).