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Program Peer Community

Philanthropy-serving organizations offer thousands of programs throughout the year for members, nonmembers, grantmakers, and nonprofits. These programs take many forms, from intimate brown bag lunches to elaborate annual conferences. As the hub of the network, the Forum has collected program agendas, ideas, notes, communications pieces, and more to help regional associations replicate successful programs and better serve their members.

Below you'll find some of the best practices and program ideas developed by PSOs through the years. If you have resources to share, please share them online or by emailing Courtney Moore.

Program Peer Community

The Program Peer Community is for those who are responsible for their PSO’s member programming, educations and partnerships.

  • Program Listserv (programs@lists.unitedphilforum.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: Traci Slater-Rigaud, (202) 457-8784

Co-Chairs 

Chantias Ford, Trust-Based Philanthropy Project

Director of Programs Chantias Ford leads in the development, execution, and evaluation of Trust-Based Philanthropy Project’s educational programming, webinars, and cohorts. In this highly collaborative role, she delivers action-oriented, transformative learning opportunities to philanthropy professionals looking to uplift trust-based philanthropy values and practices. 

Chantias comes with a strong diversity, equity, and inclusion (DEI) background, and brings a wide array of philanthropic expertise, having worked as a practitioner in a philanthropy-serving organization, funder (program officer), consultant, evaluator, grantee, and grant writer. Chantias most recently came from PEAK Grantmaking, where she led educational programming, thought leadership, and peer engagement for PEAK’s diverse membership of grants managers and philanthropic professionals.

Chantias is passionate about building community, using research and data for impact, and diversity, equity, and inclusion. She earned her BA in Urban Studies from the University of Pennsylvania, and her M.Ed in Learning, Diversity, and Urban Studies from Vanderbilt University. She is originally from Huntsville, Alabama, and enjoys music, traveling, and spending time with her affectionate cat. 

Mark McCrary, Grantmakers of Oregon and Southwest Washington

Mark comes to GOSW with a long history of nonprofit management. He most recently spent seven years as executive director of the Ross Ragland Theater in Klamath Falls prior to establishing MissionForward Consulting. Prior to Klamath Falls, he was executive director of the Mississippi Center for Nonprofits in Jackson, MS. Most of his career has been in arts administration, which follows his love of the performing arts.

A second generation Oregonian, Mark was born in Lebanon and graduated high school in John Day. He received a B.S. in Business Administration from the University of Oregon and an MBA from Belhaven University in Jackson, MS. He recently finished a Diversity and Inclusion certificate program through Cornell University.

By Foundation Type

Community Foundation Centennial
Resources for philanthropy-serving organizations and your members to promote the community foundation field's 100th anniversary.

Corporate Foundation Programming
Sample materials and event descriptions of programming for Corporate Foundations.

Family Foundation Programming
Sample materials and event descriptions of programming for Family Foundations.

Disaster Preparedness and Recovery

During local and national emergencies, grantmakers provide substantial funding for short-term disaster relief and long-term recovery efforts. Here, you can find some practical tips and tools for your grantmaker members on:

  • disaster communications
  • disaster grantmaking
  • disaster preparedness
  • disaster relief
  • sample philanthropic responses

Center for Disaster Philanthropy
The Center for Disaster Philanthropy offers the tools, expert analysis, and advisory services to maximize the impact of dollars given for disaster preparedness, relief, and recovery.

Opportunities from the Unpredictable
From GrantCraft's Reflection on Practice Video Series, this video follows a team of international grant makers as they respond to a natural disaster, laying the groundwork for local cooperation. It looks at how grant makers can promote collaboration among local grantees — helping them build a common vision, address long-term recovery, and develop their own capacity to meet future challenges.

Arabella Advisory Disaster Response Resources
A collection of disaster response resources from Arabella Advisors.

Disaster Grantmaking: A Practical Guide for Foundations and Corporations
Foundations are becoming more active in disaster-related grantmaking. Find eight key principles of good disaster management and practical suggestions from the European Foundation Centre and the Council on Foundations.

Philanthropy News Digest: Disaster Relief 
Coverage of the philanthropy's response to major natural and manmade disasters as relief and recovery efforts unfold from Philanthropy News Digest.

Disaster Recovery Plans for Foundations
Sample disaster preparedness and recovery plans for foundations.

Conferences and Annual Meetings

Philanthropy-serving organizations regularly convene their members in-person for networking and knowledge exchange. Below are resources from PSO annual events and other conferences including agendas, invitations, and sponsorship packages.

Agendas and Brochures
Explore brochures and agendas from past conferences and annual meetings.

Conference Invitations
Invitations and promotional materials for annual meetings aimed at reaching members and prospective members.

Conference Sponsorship Packages
Review the different sponsorship opportunities offered to raise funds for their conferences and annual meetings. 

Programming for New Grantmakers

Many philanthropy-serving organizations offer a training program or series for philanthropy professionals who are new to the field or are looking to update their skills and knowledge.

Evaluation

Of course, no matter how good or poorly your program was recieved, you'll never know until you evaluate. Philanthropy-serving organizations regularly evaluate their programs big and small. Evaluation may be a small as a comment card left on the chairs in meeting room or as complex as an independent long term evaluation study.

PSOs can find samples and template from their colleagues for all types of evaluation tools by clicking through below.

Diversity, Equity & Inclusion Programming

Serving diverse communities can be both a challenge and an opportunity for enrichment. Philanthropy-serving organizations encourage explorations of diversity in grantmaking, staffing, and representation. 

As PSOs share their best programs with the Forum, they can be replicated in other organizations across the country. 

Program Design

What process does your philanthropy-serving organization use to develop a program? How do you set goals and learning objectives? How do you share those with your program committees and speakers?
 
See examples from other PSOs on what they are using to guide this process.