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Strengthening Philanthropy’s Capacity to Engage in Policy

Publication date: 
09/2018

This report highlights key areas of progress for the Forum’s PolicyWorks initiative during its first nine years, based on the responses of 32 regional PSOs. It documents some dramatic gains in regional PSOs’ capacity to engage in government relations, advocacy and public policy work, and the critical role that the Forum has played in directly supporting this growth.

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Advancing Racial Equity in Philanthropy: A Scan of Philanthropy-Serving Organizations

Publication date: 
07/2018

United Philanthropy Forum conducted a scan of regional and national philanthropy-serving organizations (PSOs) in February through May 2018 to get a more comprehensive understanding of PSOs’ current work and future needs to advance racial equity in philanthropy. The scan involved both a survey that asked about PSOs’ current work, future needs and greatest challenges in advancing racial equity, plus in-depth interviews to discuss what it takes to do this work effectively and to identify their key challenges, barriers and opportunities for addressing systemic inequities. 

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Racial Equity Scan - Inventory Speakers, Facilitators and Trainers

Publication date: 
07/2018

The Forum conducted a scan of regional and national philanthropy-serving organizations (PSOs) in February through May 2018 to get a more comprehensive understanding of PSOs’ current work and future needs to advance racial equity in philanthropy. The scan reflects the input of 43 regional and national PSOs that participated in the scan survey and/or the scan interviews, representing more than half of the Forum’s membership...

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Forum Policy Playbook: December Edition

Publication date: 
12/2017

This December 2017 edition of the Forum Policy Playbook focuses on the upcoming 2018 PolicyWorks Institute and Foundations on the Hill schedule for March 11-14 in Washington, DC. We look at why you and your members should attend; what you need to know to encourage your member’s engagement and your PSO team’s involvement; provide tips on how to organize and plan; and offer Forum member resources to help guide your efforts.

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2017 Key Metrics for Philanthropy-Serving Organizations

Publication date: 
11/2017

Our first-ever 2017 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the governance, finances, membership, services and programs, and operations of regional and national philanthropy-serving organizations (PSOs).

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2017 Key Metrics for Philanthropy-Serving Organizations- Full Report

Publication date: 
11/2017

Our first-ever 2017 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). The full report is accessible to our members.

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Forum Policy Playbook: November Edition

Publication date: 
11/2017

The November 2017 edition of the Forum Policy Playbook focuses on taking policy positions and creating a legislative agenda. We look at the common traits of successful legislative agendas; comment on the benefits of having a process in place to consider expedited approval of policy positions; and share samples from members that are engaging in this work.

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Forum Policy Playbook: October Edition

Publication date: 
10/2017

The October edition of our month-by-month advocacy guide focuses on how to engage in elections. With off-year elections coming up in November, it is an appropriate time to focus on this issue, and perhaps stimulate some thinking on how your organization might get engaged in the elections in 2018 and beyond.shington to face debates over tax reform, and everyone re-focused on work after the summer holidays, this is an opportune moment to get our issues on policymakers’ radar.

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