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Association Management

As an association of associations, the Forum provides the tools regional associations need to run efficiently and effectively, from the latest financial policies to best practices for human resources.

Our association management resources include member tested templates and principles developed by regional associations for regional associations.

Do you have your own resources you'd like to share with the network? Contact Courtney Moore.


Through the Forum, regional associations can communicate with national colleague organizations, with the Forum, and most importantly with each other. Each regional association, depending on its size, scope of its membership, and needs of its constituents, has something unique to offer to the field of philanthropy. The ability to share this information and these experiences with colleagues is one of the Forum's top priorities.

Finance and Administration

From how to develop a strategic plan for the next five years to what to do when disaster strikes, the Forum has curated the best policies, practices, and principles being used by your colleagues in the regional association network.

Membership Management

Member recruitment and retention are vital to the success of a regional association of grantmakers. Here, you will find sample documents, tips, and tools designed to help your regional association acquire, engage, and renew grantmaker members.


Regional associations of grantmakers offer a variety of programming throughout the year for members, nonmembers, grantmakers and nonprofits.  The Forum regularly collects program agendas, ideas, notes, communications pieces and more.