Public Policy Update - January 2022

Each month, Philanthropy Southeast provides members with monthly updates on the latest public policy developments in Washington and state capitols around the region, analyzing their possible impact on the charitable sector. If you would like to see an issue featured in a future Public Policy Update, contact Jaci Bertrand, Philanthropy Southeast's vice president of member engagement, at


Virtual Foundations on the Hill Returns in April

The year’s most important philanthropic advocacy event, Foundations on the Hill, will once again be held virtually this year – it will also be held a bit later than normal, with this year’s event taking place April 5-7, a change from the March dates announced last year.

Due to the unpredictable nature of the pandemic, many Capitol Hill offices are not allowing visitors and the Capitol itself remains closed to the public. Virtual Foundations on the Hill, however, will allow philanthropic leaders to connect with lawmakers and key staff without the need for travel or a hotel, making it an ideal opportunity for anyone interested in advocating for policies that support philanthropy and the vital work it supports in communities across the region.

Registration for Foundations on the Hill 2022 will open later this month – keep an eye on your email for further updates!


Philanthropy Southeast Approves First Advocacy Agenda

At its November 2021 meeting, the Philanthropy Southeast Board of Trustees approved the organization’s first-ever Advocacy Agenda, a document that will guide our response on key policy issues tied to equity and the strength of our democracy.

The Advocacy Agenda complements our annual Policy Agenda (see below). While the Policy Agenda is updated every year to reflect current legislative priorities, the Advocacy Agenda is meant to guide our work on long-standing, persistent issues. If legislation is proposed relating to one of these issues, the Advocacy Agenda will help guide rapid response and other advocacy efforts.

Significant research indicates that systemic inequity in the Southeast is a key driver of distressing, long-running disparities that are detrimental to the well-being of individuals and communities. In short, systemic inequity presents a significant obstacle to philanthropy making a real, lasting impact. Government policy, at all levels, can be a powerful tool to reverse the impact of inequity on our region and nation.

With this in mind, Philanthropy Southeast’s advocacy agenda reflects our commitment to these issues:

  • Advancing Equity
  • Strengthening Democracy
  • Economic Mobility & Access
  • Education Equity
  • Health Equity
  • Political Activity & Philanthropy

You can view the entire Advocacy Agenda online now. If you would like to become more involved in our advocacy efforts around these issues, contact Jaci Bertrand at


2022 Public Policy Agenda

Philanthropy Southeast’s policy agenda for the year, drafted by the Public Policy Committee and approved in November by the Board of Trustees, will focus on five issues:

  • Encouraging Charitable Giving
  • Community-Driven Philanthropy
  • Endowed Philanthropy
  • Political Activity and Philanthropy
  • Regulatory Activity

You can view detailed descriptions of each of these issues online. The 2022 Policy Agenda will shape the messages we deliver to lawmakers at this year’s Foundations on the Hill and also guide our public policy work throughout the year.


Philanthropy Southeast
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Atlanta, GA 30303

Visiting Philanthropy Southeast:
All staff are working remotely at this time but can still be reached via email and by calling (404) 524-0911.

Monday-Thursday from 9:00am–6:00pm (ET)
Friday from 9:00am–12:00pm (ET)

Phone: (404) 524-0911
Fax: (404) 523-5116

Mission: Philanthropy Southeast strengthens Southern philanthropy, welcoming our members to listen, learn and collaborate on ideas and actions to help build an equitable, prosperous South.