Wisconsin Philanthropy Network

Registered Principal Details

Business Or Interest:
Wisconsin Philanthropy Network currently has 107 members, seventeen (17) of which are community foundations. WPN receives financial support through membership dues, program sponsorships/grants, and program revenue. WPN is working closely with Wisconsin community foundations for the Endow Wisconsin Initiative. Endow Wisconsin would create an opportunity to hold onto assets in order to help communities grow, change, and be the places where future generations want to live, work, and thrive. This legislation will encourage Wisconsin citizens to invest in their home communities. Those who contribute to the permanent endowments of local community foundations with national certification could receive a tax credit. Providing a tax credit inventive to promote giving to permanent endowments has worked. The Endow Iowa tax credit, in place since 2004, has grown annual giving to permanent endowment in community foundation by more than 200% In recent years, Maryland, North Dakota, and Montana have established similar tax credits. WPN will meet with legislators to compose a legislative bill and to obtain support of this bill.

Lobbying Interests:
WPN is working closely with Wisconsin community foundations (17 members) for the Endow Wisconsin Initiative. Endow Wisconsin legislation would create an opportunity to hold onto assets in order to help communities grow, change, and be the places where future generations want to live, work, and thrive. This legislation will encourage Wisconsin citizens to invest in their home communities. Those who contribute to the permanent endowments of local community foundations with national certification could receive a tax credit. Providing a tax credit inventive to promote giving to permanent endowments has worked. The Endow Iowa tax credit, in place since 2004, has grown annual giving to permanent endowment in community foundation by more than 200% In recent years, Maryland, North Dakota, and Montana have established similar tax credits. WPN will meet with legislators to compose a legislative bill and to obtain support of this bill.

Title:
President and CEO

Contact
JBV
Jill B VanCalster
759 N. Milwaukee Street, Suite 512
Milwaukee, WI 53202
(414) 290-2250
(414) 270-1979
jvancalster@wiphilanthropy.org
http://www.wiphilanthropy.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Budget Bill Subjects

Miscellaneous Appropriations
Biennial budget bill treatment of matter relating to
Miscellaneous Appropriations

Notification Date
10/3/2016
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Comments
Meeting held with Governor Walker to discuss inclusion of Endow Wisconsin legislation in the 2017-2019 biennial budget.

Revenue: Tax Administration
Biennial budget bill treatment of matter relating to
Revenue: Tax Administration

Notification Date
11/16/2016
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Comments
Endow Wisconsin Tax Credit

Topics Not Yet Assigned A Bill Or Rule Number

Discussion regarding including the Endow Wisconsin initiative as an item in the Governor’s 2017-2019 budget.
Development, drafting or introduction of a proposal relating to
Discussion regarding including the Endow Wisconsin initiative as an item in the Governor’s 2017-2019 budget.

Action Intended To Affect
Legislative matter

Notification Date
2/3/2016
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Meeting held with Senator Fred Risser & Jill Van Calster to discuss the Endow Wisconsin Initiative. Specific bill not discussed as draft is not completed.
Development, drafting or introduction of a proposal relating to
Meeting held with Senator Fred Risser & Jill Van Calster to discuss the Endow Wisconsin Initiative. Specific bill not discussed as draft is not completed.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
11/2/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Meeting held with Senator Fred Risser to discuss Endow Wisconsin Initiative. Specific bill not discussed as a draft has not been completed.
Development, drafting or introduction of a proposal relating to
Meeting held with Senator Fred Risser to discuss Endow Wisconsin Initiative. Specific bill not discussed as a draft has not been completed.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
11/2/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Development of legislation to endow Wisconsin. Met with Legislative Reference Bureau and Deej Lundgren from Senator Darling's office to discuss proposed bill specifics
Development, drafting or introduction of a proposal relating to
Development of legislation to endow Wisconsin. Met with Legislative Reference Bureau and Deej Lundgren from Senator Darling's office to discuss proposed bill specifics

Action Intended To Affect
Both Legislative matter and rule

Notification Date
10/12/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Comments
@item.ExternalURL

Development of a bill relating to a Endow Wisconsin Tax Credit that would incentivize Wisconsinites to donate money to nationally certified community foundations to build endowments and improves Wisconsin communities. Met with Senator Lena Taylor.
Development, drafting or introduction of a proposal relating to
Development of a bill relating to a Endow Wisconsin Tax Credit that would incentivize Wisconsinites to donate money to nationally certified community foundations to build endowments and improves Wisconsin communities. Met with Senator Lena Taylor.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
9/23/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Comments
@item.ExternalURL

Total Lobbying Effort

  2015
July - December
2016
January - June
2016
July - December
Total
Total Lobbying Expenditures 2015
July - December
$1,165.41
2016
January - June
$557.70
2016
July - December
$1,654.95
Total $3,378.06
Total Hours Communicating 2015
July - December
6.00
2016
January - June
3.00
2016
July - December
5.00
Total 14.00
Total Hours Other 2015
July - December
8.00
2016
January - June
5.00
2016
July - December
13.00
Total 26.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

No legislative bills/resolutions found.

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
25%
2016
January - June
2016
July - December
Total 9%
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
25%
2016
January - June
2016
July - December
Total 9%
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
25%
2016
January - June
2016
July - December
Total 9%
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
25%
2016
January - June
2016
July - December
Total 9%
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
100%
2016
July - December
100%
Total 65%

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures