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.
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 (firstname.lastname@example.org)- You must be a member of the Forum & this Peer Community to post to this list.
- Three round-robin calls per year
- Forum’s Annual Conference virtual session
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), email@example.com
Clare joins PEAK Grantmaking after spending over three years at Humentum, a global association supporting organizations in the international relief and development sector. She began there managing the enrollment in Humentum’s training programs and conferences. She transitioned to the role of membership engagement manager, where she was responsible for fostering collaboration across the membership community through learning and networking events. She is passionate about ensuring a seamless customer experience and connecting people with practical tools and resources.
Clare graduated from Fordham University with a degree in International Political Economy and Middle East Studies. She grew up in New Jersey, but has family roots in the Midwest. Outside of work, she can be found spending as much time outside as possible planning her next travel adventure and singing along to ABBA songs.
Phuong believes in the power of community and networks, which has also shaped her career path. She was the Membership Director at Asian Americans/Pacific Islanders in Philanthropy (AAPIP) and a co-founder of AAPIP’s Hella Heart Oakland Giving Circle. At NCG, she oversees membership, programmatic and collaborative work, and helps to shape and strengthen NCG's strategic focus on addressing inequities, supporting the vibrancy and sustainability of our region, and tending to the dynamic and diverse people in our philanthropic community.
She is a first-generation college graduate that benefited from Head Start and Affirmative Action programs and policies. She received a double major in Urban Studies and Anthropology from Macalester College and a Master in Public Administration from CUNY as a National Urban Fellow.
As an extrovert, she is always curious to meet and connect with people. Interesting random facts: She was born in Vietnam and raised in Minnesota. She has run 5 full marathons. Despite her lack of talent, she sings karaoke regularly.