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Membership Peer Community

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

If you have resources to share, please share them online or by emailing Courtney Moore.

Membership Peer Community

The Membership Peer Community is for those who support membership recruitment and retention efforts at their PSO, manage member benefits, onboard new member organizations and staff/trustees, and manage their organization’s membership database.

  • Membership Listserv ( You must be a member of the Forum & this Peer Community to post to this list.
  • Three round-robin calls per year
  • In-person meeting at Forum’s Annual Conference

Interested in joining this Peer Community? Submit your email address on the form at the bottom of the Our Networks page

Forum Staff Lead: Courtney Moore, (202-888-7428),


Emily Alber Chase, Program Manager, NY Funders Alliance

Emily Alber Chase is Program Manager for NY Funders Alliance, a regional association of grantmakers who work and fund in New York State. In her role, Emily develops and implements the organization’s annual slate of programming and signature events including the biennial state-wide conference. Emily is also responsible for stewarding the organization’s member relations process and strategy by serving as a point of contact for members and spearheading the annual membership renewal campaign.

Emily received her B.A. in Political Philosophy from Syracuse University, and her Master’s in Public Administration from the Maxwell School of Citizenship and Public Affairs at Syracuse University.

Stephanie Martinez, California Programs Associate, Grantmakers Concerned with Immigrants and Refugees

Stephanie joined GCIR in January 2015. She previously held posts in the hospitality industry and at a university procurement office. She earlier served as a summer intern with the Spark Program, an apprenticeship service for disadvantaged youth, and Legal Services for Children, a San Francisco-based legal services provider. Stephanie holds a B.A. in Global Studies from Sonoma State University. During her studies, she spent a year abroad at Universidad de Puerto Rico en Cayey, where she worked as an ESL instructor.

Stephanie was born and raised in Napa. During her childhood, she was involved with two educational nonprofits, Summer Search and Talent Search, which sparked her interest in working in the nonprofit sector. Stephanie enjoys practicing Bikram yoga, attending concerts with friends, and having weekend get-togethers with her very large family.



As membership organizations, philanthropy-serving organizations are interested in recruiting new members and are always looking for new effective ways to do so. There are a wide range of tools to use and develop to improve recruitment efforts. The best recruitment strategies combine multiple tools including websites and emails, invitation letters, and values of membership documents

Membership Applications
A collection of membership application templates.

Member Recruitment Calls or Visits
Many organizations work with their staff and/or membership committee to schedule calls or in-person visits with prospecitve members to find out more about the potenial member, explain the value of membership, review the benefits of membership, discuss any past or current engagement opportunities, etc. 

Working with Membership Committees
To get a better sense of how other organizations use their membership committees, CNJG selected a few similiar-sized regional philanthropy-serving organizations to interview. A recap of those conversations is now avialable. 

Non-member Surveys
Non-member surveys can help your organization gather important information about underserved audiences and pique interest in your organization.

Communicating the Value of Membership
Many PSOs create value of membership documents to help showcase what organizations will get out of becoming a member. The techniques and tactics vary across the network.

Member Recruitment Letters
A collection of sample member recruitment letters.

Member Recruitment Plans
A collection of member recruitment plans.

Member Benefits Lists
A collection of member benefits.

Membership Criteria
Each PSO sets its own membership criteria. See what types of organizations are eligible for membership at other regional associations across the country.

Membership Development Plan
Sample development plan for membership recruitment and retention compiled from examples from across the Network. Items highlighted in yellow were added based on suggestions made during a 2013 conference session.

Links to Membership Information, Eligibility, and Applications
A compilation of links to membership information, member eligibility, and membership applications on each regional philanthropy association's website.

Foundation Type Descriptions
Definitions of some of the common foundation types eligible for membership.


Once new members have been recruited, they now have to be welcomed into the regional network. This is a time to introduce them to your organization and remind them of the benefits they will now receive as a member. All new members should receive a welcome letter and some regional associations will also send a welcome packet, set up a "New Member Orientation" meeting, conduct a new member survey, or pair up old and new members at events.

Welcome Letter to New Members
A collection of sample welcome letters sent by regional associations to new members.

New Member Cultivation Steps
Check out the steps Delaware Valley Grantmakers takes to cultivate new members.

Sample Membership Orientation Webinar
Recording of a orientation webinar for members of Connecticut Council for Philanthropy to to get acquainted or reacquainted with all that's avaialble to members. The presentation includes a guided tour of the organization's website.




Just as important as recruiting new members is keeping the members you already have. Renewal time provides a great opportunity to reintroduce your philanthropy-serving organization to your members by reviewing member benefits and accomplishments of the past year. Many PSOs also send out a thank you letter to all who decide to renew their membership. For those organizations who decide not to renew their membership, an exit survey may prove beneficial to gain a better understanding of why and what improvements you as a PSO can make.

Renewal Invoices Applications
Sample membership renewal applications, forms, and invoices from philanthropy-serving organizations.

Membership Development Plan
Sample development plan for membership recruitment and retention at regional associations compiled from examples from across the Network. Items highlighted in yellow were added based on suggestions made during a 2013 conference session.

Communicating How to Be Engaged
Sample communications from philanthropy-serving organizations with members about how they can better engage with the organization and get the most out of their membership.

Membership Surveys
Membership surveys can help determine your members' perception of your organization, generate programming ideas, and yield a clearer picture of who you are serving. These sample surveys have been developed and implemented across the network.

Exit Surveys
A collection of exit surveys conducted by regional associations when a member fails to renew their membership.

Member Check-In/Thank You Calls
Many organizations work with their staff and/or membership committee to schedule calls or in-person visits with current members to thank them for their membership, review the benefits of membership, discuss past and current engagement opportunities, get feedback, etc. 

Member Engagement Tracking & Reporting
Many philanthropy-serving organizations are tracking and reporting how they are engaging with their members over time. Some have built internal profiles for members while others have created engagement scores. 

Membership Dues

Membership dues are an important factor in a membership organization's budget. Look through sample dues structures and procedures for changing dues structures.
A compilation of RA dues structures for private foundations separated by region and color coded for certain levels of giving.
A collection of sample letters developed by regional associations to announce a dues increase.
Resources developed by Philanthropy New York to effectively communicate with their members around a proposed dues increase.
A spreadsheet compiling data on dues increases from ten regional associations.