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Member Discounts and Partnerships

We develop partnerships between our members and various vendors to yield special rates on products and services that are available to philanthropy-serving organizations (PSOs), and in many cases, their grantmaker members. 

Please note that the pages linked to on this page providing further details about each are restricted to Forum members only and you will need to logged in to access.

Member-to-Member Partnerships

Demographics via Candid - Candid provides free access to demographic data through Demographics via Candid. Over 100 partners, including United Philanthropy Forum, can access data through Candid nonprofit profiles on GuideStar; via the free Demographics API; through grants management systems that participate; on a public Tableau demographic dashboard; or with a single, downloadable spreadsheet.

The Center for Effective Philanthropy - Developed in consultation with the Forum, CEP is offering opportunities to Forum members to broaden the use and awareness of CEP’s work in a way that complements existing programming and resources in the field including programming, conference discount and survey services.

Council on Foundations - As promotional partners of the Grantmaker Salary & Benefits Survey, Forum members have access to access to the full report and its benchmarking tool.

Funders Concerned About AIDS - FCAA can offer the Forum’s PSO members a number of opportunities, at no cost, to highlight the needs and philanthropic response for addressing HIV/AIDS prevention, care and advocacy in their regions and states, utilizing FCAA’s robust data sets.

PEAK Grantmaking - PEAK Grantmaking is pleased to offer individual or organization membership and also will provide training and workshops for your members.

Discounts & Services: For PSOs only

Electric Embers Listservs - Configure and maintain discussion lists (public and private) with your members using Electric Embers at a 40% discount.

LOCUS Impact Investing - Transfer of Wealth - Interested in measuring, capturing and investing your local Transfer of Wealth? Commission a Transfer of Wealth study with LOCUS and receive discounted research services to include local assessments and customized consulting.

PSO Monthly Newsletter Collaboration - Looking to provide your family or corporate members with customized content? Several Forum members collaborate throughout the year to curate content for two newsletters - one for family foundations and one for a corporate grantmaking audience.

Discounts & Services: For PSOs and your members

Alliance Magazine - Forum members and your members are eligible to receive a 20% discount on new print and digital subscriptions to this magazine for philanthropy and social investment worldwide providing news and analysis of what’s happening in the sector.

Amalgamated Bank - Amalgamated Bank is proud to partner with the Forum to provide high quality service and expert financial support to PSOs and their philanthropy members. As America’s socially responsible bank, Amalgamated offers banking and investment products specifically designed for PSOs and foundations to help align your money with your mission. Forum members can access free or discounted banking, along with a preferred private banker.

Community Foundations’ On-Line CF Express Training - The Forum offers members a $400 discount on the Kansas Association of Community Foundations’ On-Line Community Foundation Express Training for new and seasoned practitioners.

Community Foundation Listserv - The Forum's community foundation national listserv allows CEOs from across the country to pose questions, engage in conversations and more.

Corporate Funder Listserv - The Forum's national corporate funder listserv allows staff of corporate funders to engage in ongoing opportunities to connect and learn with their peers.

The Foundation Review - Get a 20% subscription discount for you and your members on the first peer-reviewed journal of philanthropy, written by and for foundation staff and boards and those who work with them. Each quarterly issue provides peer-reviewed reports about the field of philanthropy. 

Foundation Legal Help Desk - The Help Desk is designed to provide foundations with access to answers to legal questions related to the operations of a foundation.

Foundation Source - Get a demo and discount to Impactfully, which brings together the best of Foundation Source - Advisory Services, Foundation Management and Grants Management, into one powerful platform.

Inside Philanthropy - Get a discount of 25% off the subscription price for new subscriptions for you and your members. Every day, Inside Philanthropy editors and journalists seek to bring more transparency and accountability to philanthropy at a time that it's having a growing impact on America and the world through their reporting. 

Stanford Social Innovation Review - For a discounted price you and your members can subscribe to Stanford Social Innovation Review (SSIR), whose mission is to advance, educate, and inspire the field of social innovation by seeking out, cultivating, and disseminating the best in research- and practice-based knowledge.

ValuesAdvisor - The Forum has partnered with ValuesAdvisor, a nonprofit database with information about financial advisors who have been recommended by investors for their ability to implement a mission related investment strategy. Forum Members (and their Members) have access to ValuesAdvisor at no cost.

For more information on any member benefits, please contact Ivana Bikombe.

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