1. The Federal Budget Process and Its Impact on the Nonprofit Sector July 21 st, 2011 Participant Call-In Number: 888-228-0609

2. Kirk Fordham CEOEvergladesFoundation

3. HOUSEKEEPING In the case of technical difficulties, please call: 1-800-843-9166 In the case of technical difficulties, please call: 1-800-843-9166 A copy of today’s PowerPoint was emailed. If you did not receive it and would like a copy after the webinar, please email info@donorsforumsf.org A copy of today’s PowerPoint was emailed. If you did not receive it and would like a copy after the webinar, please email info@donorsforumsf.org

4. WEBINAR AGENDA Welcome and Introduction Kirk Fordham, CEO Everglades Foundation The Federal Budget Process Jim Horney, Vice President for Federal Fiscal Policy, Center for Budget and Policy Priorities Q & A Effects on the Nonprofit Sector Steve Taylor, Vice President of Public Policy, United Way Worldwide Q & A Closing

5. Jim Horney Vice President for Federal Fiscal Policy Center for Budget and Policy Priorities

6. Federal Spending, FY 2010 Federal Budget Process cbpp.org

7. Federal Spending, FY 2010 Federal Budget Process cbpp.org

8. Winter The President sends his budget request to Congress by the first week in February. Congress considers the President’s proposal and then begins crafting its own budget resolution. Spring Congress finalizes its budget resolution, which is like a blueprint for the year. Summer Congress begins consideration of individual appropriations, entitlement, and tax bills. Fall Congress finalizes appropriations and other bills, as the President begins formulating his budget request for the following year. The Federal Budget Calendar Federal Budget Process

9. President’s Budget Request Congression al Budget Resolution Individual budget laws Timeline for “Writing a Budget” Federal Budget Process

10. Overall funding level Discretionary 302(a) to Appropriations Committee Appropriations Committee decides on 302(b) allocations to subcommittees Appropriations Subcommittees decide how to divide 302(b) among programs Mandatory 302(a) to Committees with jurisdiction over mandatory programs How Funding is Allocated Federal Budget Process Determined by Budget Resolution Determined by Appropriations Committee

11. Federal Budget Process for FY12 Federal Budget Process Not according to plan No agreement on a budget resolution Appropriations are late The debt ceiling crisis

12. The Road Ahead Federal Budget Process Will the debt ceiling agreement cap or determine FY12 appropriations? When could FY12 appropriations be enacted? Will there be a another “showdown” this year?

13. Resources Federal Budget Process Primer on the Federal Budget Process www.cbpp.org/policybasics Timely analysis on budget debates www.offthechartsblog.org (blog) @CenteronBudget (twitter) Analysis of state budget and tax debates wwww.statefiscal.org

14. Steve Taylor Vice President & Counsel for Public Policy United Way Worldwide

15. GIVE.ADVOCATE.VOLUNTEER. Overview Inevitable Cuts? Short-term Impacts and can United Way make it up? Long-term Impacts –Changing social contract? –Planning for future What is United Way Doing? – Policy Agenda – Deficit-Related Advocacy – Sector Advocacy

16. GIVE.ADVOCATE.VOLUNTEER. Are cuts to social service programs inevitable? Political Priorities? –U.S. military salaries and retirement benefits; –Social Security and Medicare benefits; –Veterans benefits; –Federal civil service salaries and retirement benefits; –Individual and corporate tax refunds; –Unemployment benefits to states; –Student loan payments; and –Medicaid payments to states.

17. GIVE.ADVOCATE.VOLUNTEER. Are cuts to social service programs inevitable? For example, Gang of 6 proposal: HELP Committee to identify $70 billion in savings out of about $730 billion for Labor, HHS and DoEd. States unable to make up difference.

18. GIVE.ADVOCATE.VOLUNTEER. Short-Term/Immediate Impact on United Way Agencies 37,000 Agencies receive United Way funding 40% funding from Government Sources 5% funding from United Way Largest privately funded public charity Largest non-government funder of human services $4 billion in annual revenue Compare to $165 billion in Labor, HHS bill. Midwest UW local example

19. GIVE.ADVOCATE.VOLUNTEER. Long-term Impact Is the social contract fundamentally changing? –Partnership between government, private sector, charities What are the long-term implications? –Cost of social services needed in the future

20. GIVE.ADVOCATE.VOLUNTEER. What is United Way doing? National Public Policy Agenda –Traditional (non-partisan) advocacy –Stay out of political posturing Entering national discussion –Internal discussion –Providing information about impact Non-profits must engage in some way

21. GIVE.ADVOCATE.VOLUNTEER. Resources State and local policy guide for United Way Staff https://online.unitedway.org/file.cfm?fid=3098945 United Way Worldwide call-to-action on Education, Income, Health and Non-Profit strengthening funding http://liveunited.org/take-action/advocate United Way Worldwide Public Policy Agenda http://liveunited.org/pages/public-policy/

22. Questions and Discussion

23. Additional Resources Independent Sector: Connect with Lawmakers Independent Sector: Connect with Lawmakers http://www.independentsector.org/this_summer_conn ect_with_lawmakers http://www.independentsector.org/this_summer_conn ect_with_lawmakers Nonprofit Guide to the Federal Budget from the Cohen Report: http://www.nonprofitquarterly.org/index.php?option= com_content&view=article&id=13606:the-nonprofit- guide-to-the-federal-budget-a-pre-budget- playbook&catid=149:rick-cohen&Itemid=991 http://www.nonprofitquarterly.org/index.php?option= com_content&view=article&id=13606:the-nonprofit- guide-to-the-federal-budget-a-pre-budget- playbook&catid=149:rick-cohen&Itemid=991

24. Thank you to for coordinating today’s webinar!

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