Lobbying Relationship

Client

ASSOCIATION OF FUNDRAISING PROFESSIONALS

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Lobbying firm

ASSOCIATION OF FUNDRAISING PROFESSIONALS

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  • S. 243, IRA Legacy Act. This bill amends the Internal Revenue Code to expand the tax exclusion for distributions from individual retirement accounts (IRAs) for charitable purposes. The bill increases from $100,000 to $400,000 the annual limit on the aggregate amount of distributions for charitable purposes that may be excluded from the gross income of a taxpayer. The bill permits tax-free distributions from IRAs to a split-interest entity for four years after the enactment of this bill. A split-interest entity is exclusively funded by charitable distributions and includes: a charitable remainder annuity trust, a charitable remainder unitrust, or a charitable gift annuity. A charitable gift annuity must commence fixed payments of at least 5% no later than one year from the date of funding. H.R. 2954, Securing a Strong Retirement Act of 2021 (SECURE Act 2.0), which would expand coverage and increase retirement savings and simplify and clarify retirement rules. The bill contains a version of the Legacy IRA Act (above). S. 618 and H.R. 1704, The Universal Giving Pandemic Response and Recovery Act, which would expand the current (but temporary) universal charitable deduction, was introduced in Congress in March 2021 by a bipartisan, bicameral group of lawmakers. The bill would increase the cap on the temporary universal charitable deduction (UCD) from $300/$600 to one-third of the standard deduction, roughly $4,000 for individuals and $8,000 for joint filers. It would also extend the availability of the deduction through 2022, and it would allow gifts to donor-advised funds (which the current version prohibits).
  • United States Postal Service postage rate case on increasing nonprofit rates -- increases of 6.0% to 8.5%, depending on the class of mail, that will be implemented on August 29, 2021, as well as future rate cases in 2022 and beyond.

Duration: to

General Issues: Taxation/Internal Revenue Code, Postal, Budget/Appropriations

Spending: about $1,250,000 (But it's complicated. Here's why.)

Agencies lobbied since 2008: U.S. Senate, House of Representatives, U.S. Postal Service (USPS), Internal Revenue Service (IRS)

Bills mentioned

H.CON.RES.34: Recognizing the 100th anniversary of the charitable contribution deduction.

Sponsor: John Lewis (D-Ga.)

H.R.3407: To amend the Internal Revenue Code of 1986 to remove the deduction for...

Sponsor: F. James Sensenbrenner (R-Wis.)

S.1159: Public Good IRA Rollover Act of 2015

Sponsor: Charles E. Schumer (D-N.Y.)

S.2750: Charities Helping Americans Regularly Throughout the Year Act

Sponsor: John Thune (R-S.D.)

H.R.637: Permanent IRA Charitable Contribution Act of 2015

Sponsor: Aaron Schock (R-Ill.)

H.R.644: Trade Facilitation and Trade Enforcement Act of 2015

Sponsor: Tom Reed (R-N.Y.)

H.R.2157: To amend the Internal Revenue Code of 1986 to extend for one year...

Sponsor: Alan Grayson (D-Fla.)

H.R.2029: Consolidated Appropriations Act, 2016

Sponsor: Charlie Dent (R-Pa.)

H.R.1479: To amend the Internal Revenue Code of 1986 to remove the deduction for...

Sponsor: F. James Sensenbrenner (R-Wis.)

S.1772: Public Good IRA Rollover Act of 2013

Sponsor: Charles E. Schumer (D-N.Y.)

H.R.5771: Tax Increase Prevention Act of 2014

Sponsor: Dave Camp (R-Mich.)

H.R.5806: Supporting America's Charities Act

Sponsor: Dave Camp (R-Mich.)

H.R.4719: America Gives More Act of 2014

Sponsor: Tom Reed (R-N.Y.)

S.2260: EXPIRE Act of 2014

Sponsor: Ron Wyden (D-Ore.)

S.557: Public Good IRA Rollover Act of 2011

Sponsor: Charles E. Schumer (D-N.Y.)

H.R.2502: Public Good IRA Rollover Act of 2011

Sponsor: Wally Herger (R-Calif.)

S.1549: American Jobs Act of 2011

Sponsor: Harry Reid (D-Nev.)

S.1660: American Jobs Act of 2011

Sponsor: Harry Reid (D-Nev.)

S.863: Fairness for Homeowners Act of 2009

Sponsor: Amy Klobuchar (D-Minn.)

H.R.1250: Public Good IRA Rollover Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

H.R.4213: Unemployment Compensation Extension Act of 2010

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.4173: Dodd-Frank Wall Street Reform and Consumer Protection Act

Sponsor: Barney Frank (D-Mass.)

H.R.3126: Consumer Financial Protection Agency Act of 2009

Sponsor: Barney Frank (D-Mass.)

S.864: Public Good IRA Rollover Act of 2009

Sponsor: Byron L. Dorgan (D-N.D.)

S.CON.RES.13: An original concurrent resolution setting forth the congressional budget...

Sponsor: Kent Conrad (D-N.D.)

H.CON.RES.85: Setting forth the congressional budget for the United States Government...

Sponsor: John M. Spratt Jr. (D-S.C.)

H.R.1: American Recovery and Reinvestment Act of 2009

Sponsor: David R. Obey (D-Wis.)

S.819: Public Good IRA Rollover Act of 2007

Sponsor: Byron L. Dorgan (D-N.D.)

H.R.1419: Public Good IRA Rollover Act of 2007

Sponsor: Earl Pomeroy (D-N.D.)

H.R.6049: Energy Improvement and Extension Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.1424: A bill to provide authority for the Federal Government to purchase and...

Sponsor: Patrick J. Kennedy (D-R.I.)

S.3335: Jobs, Energy, Families, and Disaster Relief Act of 2008

Sponsor: Max Baucus (D-Mont.)

S.2886: Alternative Minimum Tax and Extenders Tax Relief Act of 2008

Sponsor: Max Baucus (D-Mont.)

S.CON.RES.70: An original concurrent resolution setting forth the congressional budget...

Sponsor: Kent Conrad (D-N.D.)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

H.R.3988: Universal Charitable Giving Act of 2017

Sponsor: Mark Walker (R-N.C.)

S.2123: Universal Charitable Giving Act of 2017

Sponsor: James Lankford (R-Okla.)

S.1817: Public Good IRA Rollover Act of 2017

Sponsor: Debbie Stabenow (D-Mich.)

H.R.5771: Charitable Giving Tax Deduction Act

Sponsor: Christopher H. Smith (R-N.J.)

H.R.6756: American Innovation Act of 2018

Sponsor: Vern Buchanan (R-Fla.)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

H.R.6760: Protecting Family and Small Business Tax Cuts Act of 2018

Sponsor: Rodney Davis (R-Ill.)

H.R.651: Charitable Giving Tax Deduction Act

Sponsor: Christopher H. Smith (R-N.J.)

H.R.1260: To amend the Internal Revenue Code of 1986 to extend the charitable...

Sponsor: Danny K. Davis (D-Ill.)

S.1257: Legacy IRA Act

Sponsor: Kevin Cramer (R-N.D.)

S.4032: Universal Giving Pandemic Response Act

Sponsor: James Lankford (R-Okla.)

H.R.3832: Legacy IRA Act

Sponsor: Donald Beyer (D-Va.)

H.R.6800: The Heroes Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.133: Consolidated Appropriations Act, 2021

Sponsor: Henry Cuellar (D-Texas)

S.243: Legacy IRA Act

Sponsor: Kevin Cramer (R-N.D.)

S.618: Universal Giving Pandemic Response and Recovery Act

Sponsor: James Lankford (R-Okla.)

H.R.1704: Universal Giving Pandemic Response and Recovery Act

Sponsor: Chris Pappas (D-N.H.)

H.R.2954: Securing a Strong Retirement Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
JASON LEE n/a
Paulette Maehara n/a
Michael Nilsen n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

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Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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