EOF Annual Budget and Tax Briefing: Federal Policy, Budget and Revenue Outlook

Economic Opportunity Funders (EOF) hosts an annual Budget and Tax Briefing to provide funders and philanthropic advisors with a unique opportunity to learn about and discuss why federal and state budget and tax work matters to national, state and local philanthropy.  This year, EOF will hose a no-contact, high engagement virtual series that will include four funder learning webinars on Thursdays in April. 

Note: This program is for funders and philanthropic advisors whose primary activity is grantmaking. Staff from philanthropic serving organizations and affinity groups are also eligible to join.


State Policy, Budget and Revenue Outlook

April 15, 2021 | 12:00 – 2:00 PM ET
Learn More & Register

The COVID-19 pandemic and recession triggered a state budget crisis and exposed and deepened our current economy’s structural weaknesses and inequalities. The anticipated federal fiscal relief and stronger than anticipated revenue projections suggest the worst is probably over, leaving some state policymakers proposing harmful tax cuts and austerity policies that will slow down the recovery and cause further harm to families and communities, with disproportionate impacts on immigrants, tribal nations, communities of color, and women. Now is the time to advance bold progressive revenue policies where everyone pays their fair share and communities can thrive.  Join EOF for a funder briefing on how states are responding and what’s at stake and in play in 2021.

  • Karina Jiménez Lewis, Associate Director, Policy Reform & Advocacy, The Annie E. Casey Foundation (Moderator)
  • Michael Leachman, Vice President, State Fiscal Policy, Center on Budget and Policy Priorities
  • Mariya Taher, Narrative Liaison, Topos Partnership
  • Brandon McKoy, President, New Jersey Policy Perspective
  • Kelly Allen, Executive Director, West Virginia Budget and Policy Center
  • Misha Werschkul, Executive Director, Washington Budget and Policy Center (invited)

Making the Case for Cash
April 22, 2021 | 1:00 – 2:00 PM ET
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As millions of Americans continue to struggle to make ends meet, there has been increased national attention to and growing public support for cash transfers as an effective way to get money into the pockets of people hit hardest by the pandemic and economic crisis. Government and philanthropy are experimenting with a variety of approaches– universal basic income pilots, emergency stimulus, and tax credits — to explore how to ensure that families who need it the most have access to flexible resources.  Join EOF for a funder briefing on how government, philanthropy, and advocacy organizations are making the case for cash.

  • Nisha Patel, Powered by Shakti (Moderator)
  • Aisha Nyandoro, CEO, Springboard to Opportunities
  • George Jones, CEO, Bread for City

Meet the 2021 Law & Social Policy Legacy Award Winner
April 29, 2021 | 1:00 – 1:30 PM ET
Registration Opens Early April, Learn More

The Law & Social Policy Legacy Award was established in 2020 to recognize organizations defending and advocating for low-wage workers’ rights. The Public Welfare Foundation spent more than a decade supporting public policy and system reforms to improve the lives of low-wage working people in the United States. This prize will commemorate and build on Public Welfare Foundation’s support to the field and honor the critical role law and social policy organizations play in building an economy that works for all. A $10,000 award will be given by EOF with support from Public Welfare Foundation annually until 2030 as a part of their legacy investment into the Workers’ Rights field. Awardees will be recognized at EOF’s Annual Budget and Tax Briefing.


Federal Policy, Budget and Revenue Outlook
April 8, 2021 | 1:00 – 2:15 PM ET
Learn More & Register

Government services, structures and systems are an essential foundation for a healthy economy where opportunity and prosperity are broadly and equitably shared. The twin pandemics of COVID-19 and systemic racism have exposed and deepened our current economy’s structural weaknesses and inequalities and spurred a new moment of national reckoning on racial justice. Join EOF for a funder briefing on the key provisions in the federal budget and recovery package, upcoming budget debates, and strategies to advance worker justice, social protections and an economy that works for all.

  • Marcia Egbert, Program Director, The George Gund Foundation (Moderator)
  • Dr. Michael McAfee, President and CEO, PolicyLink
  • Sharon Parrott, President, Center on Budget and Policy Priorities