The Forum provides a wide range of data and knowledge to inform the work of regional and national philanthropy-serving organizations (PSOs) and their member philanthropic organizations. This includes Forum-produced research on PSO operations as well as research and other information and knowledge produced by our PSO members and colleague organizations.
The Forum publishes the only Key Metrics Report that provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national PSOs, The Forum produces the report every other year.
The Forum publishes the only Compensation & Benefits Report for all philanthropy-serving organizations in the country. The annual report provides comprehensive benchmarking data and analyses on regional and national PSOs’ employment practices. The report provides PSOs with data, information and knowledge to help them learn from their peers and benchmark themselves against similar organizations, and also provides funders with key data and trends about a critical component of the philanthropy field.
This 2019 DIY guide seeks to help PSOS effectively manage the “business side” of their organizations. Developed by The Giving Practice (TGP) at Philanthropy Northwest, in partnership with United Philanthropy Forum and Northern California Grantmakers, the guide offers practical tips, tools and practices to help ensure that PSOs are mobilizing resources as effectively as possible to advance their missions. The guide features perspectives from dozens of leaders of national and regional PSOs and examples from TGP’s work with these organizations.
This draft version of a 2019 Field Guide provides the stories of victory and defeat for PSO partnership and collaboration and provides details on the equipment necessary for successful partnerships and collaboration among PSOs and our partners. This guide was developed by the Forum network for the Forum network, in response to our network’s growth in regional and national PSO members—all of whom operate in different ways and have unique cultures.
Producing and using regional giving studies has become a key strategy of many regional associations of grantmakers to fulfill their missions and goals. Regional associations produce regional giving studies to report on organized giving in their service area identify and understand the impact and patterns of philanthropy for a region, provide a broad picture of a region’s private charitable resources, establish themselves as a knowledge center on their region's giving, and inform stakeholders, such as members, nonprofits, the media, donors, etc. Read the Regional Giving Studies Resource Guide and find sample Giving Studies.
Many research studies focus on charitable giving by individuals. Some authors examine relative “generosity,” or how much individuals give compared to what they could give. Other studies rank states from most to least generous to generate media interest in individual giving. Although the media is quick to publicize the “most” and “least” generous states, individual giving is much more complicated than these rankings suggest.
To make sense of the variety and often conflicting studies for regional associations on individual giving, the Forum provides commissioned reports analyzing the methods and conclusions of current research, Statistics of Income (SOI) tables from each state in searchable formats, tips for communicating about region’s data, and sample regional templates.
The Forum has a strategic focus on advancing racial equity, diversity and inclusion in philanthropy by leveraging the power of our expanding nationwide network of regional and national PSOs. We believe that a focus on racial equity, diversity and inclusion can lead to more effective philanthropy and better communities.
Throughout history, passionate individuals have joined together to make life better in their communities. Today, thousands of donors pool their money, energy, and ideas to create giving circles. Giving circles are a growing and significant philanthropic trend among donors of all wealth levels and backgrounds. Past studies have shown that the number of giving circles has exploded across the country and that they are an established philanthropic force.