California Funders Learning and Discussion Series
Tax Equity Funders Network, Northern California Grantmakers, the Asset Funders Network of the Bay Area, the League of California Community Foundations are partnering on a three-part virtual discussion series for funders designed to:
  • Build awareness among California grantmakers new initiatives, gaps and opportunities in the tax awareness, outreach, and tax preparation space.
  • Identify areas of potential alignment among California grantmakers.

Based on the results of an inquiry the Tax Equity Funders Network (formerly the EITC Funders Network) undertook for Blue Shield of California Foundation last year, the series will focus on

  • Session 1 (February 26, 10-11:30 PT) – systems improvements (including direct file, data matching, automatic eligibility) 
  • Session 2 (April 10, 1-2:30 PT) – outreach, engagement, and communications 
  • Session 3 (June 12, 1-2:30 PT) – topic TBD by participants 

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: sgriffiths@nagle-associates.com

Thank you!
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Email. *
First name. *
Last name. *
Organization. *
Your title or role. *
Where does your foundation fund tax equity and/or access work (within CA only? Urban areas? Rural, etc.)? *
Are you funding particular strategies in this space? If so, what are they? For example, policy, outreach, communications?  *
Do you focus on specific populations in this space? If so, what are they? For example, immigrant taxpayers, youth, etc. *
What do you see as the most pressing challenges in the tax equity and access ecosystem?  *
Which sessions would you like to register for? (we will send a confirmation email and calendar invites with zoom links for those checked)
I would like to register for this session
Session 1 (February 26, 10-11:30 PT) – systems improvements , including direct file, data matching, and automatic eligibility
Session 2 (April 10, 1-2:30 PT) – outreach, engagement, and communications
Session 3 (June 12, 1-2:30 PT) – topic TBD by participants
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