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Sample Meeting Request Letters
Sample letter to request a meeting with your Members of Congress and staff.
Sample Document
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Continuity of Operations Plan
Sample language from philanthropy-serving organizations about their Continuity of Operations Plan.
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Sample FOTH Materials Using Philanthropy Data
Sample materials made using Candid's Foundation Maps: Professional for leave-behind materials when meeting with members of Congress.
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Sabbatical Policies
Collection of sabbatical policies from philanthropy-serving organizations.
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Technology Audit RFP
Collection of technology audits RPF from philanthropy-serving organizations.
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PSO State Advocacy Days
A collection of resources from PSO state advocacy days including agendas, schedules, and descriptions.
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PSO Bylaws
Examples of bylaws for national and regional philanthropy-serving organizations.
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Document Retention Policies
Sample document retention policies from philanthropy-serving organizations.
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Style/Brand Guides
A thorough style guide will help your organization present a unified brand with guidelines for the writing and design of your work including specific language, colors, font, logos, taglines, etc.
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Getting Ready for Drupal 7 Guide
A comprehensive guide developed by the Forum to help PSOs transition to the Drupal-Salesforce platform. This guide outlines the steps necessary to implement an integrated content strategy and migration plan for a new website.