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PSO President, CEO, and Executive Director Positions
Sample regional and national philanthropy-serving organization job descriptions for presidents, CEOs, and executive directors.
Sample Document
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Family Foundation Programming
Compiled responses, sample materials, and event descriptions from a October 2013 query on regional association programming for Family Foundations.
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Corporate Foundations - Building the Appropriate Structures
This PowerPoint presentation developed by Southeastern Council of Foundations provides an excellent overview to the pros and cons of different philanthropic structures for Corporate entities, including Corporate Foundations, Corporate Giving Programs, and working through Community Foundations.
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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.
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PSO Charitable Deduction Resources
Resources developed by the Charitable Giving Coalition, the Forum, Council on Foundations, and regional philanthropy networks around protecting the Charitable Deduction. These include FAQs, infographics, talking points, position statements, op-eds, and other sample articles.
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Case Studies for PSO Policy Work
Case studies from philanthropy-serving organizations that articulate why grantmaker members should engage in public policy work.
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Materials on Policy Briefings for Members
Sample materials from regional associations developed to engage their members in policy issues. Materials range from webinar invites to one-pager info sheets covering topics such as the Charitable IRA Rollover, education reform, and mental health reform.
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Accounting Procedures Manual Template
An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.
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Philanthropy New York Dues Increase Strategy
In 2011, Philanthropy New York launched a campaign to effectively communicate with their members around a proposed dues increase.
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Grants Management Software for Community Foundations
Audio and materials developed by Council of Michigan Foundations to help Community Foundations select Grants Management Software, including the development of a functional requirement document, vendor comparison chart, staff survey, and lessons learned.