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PSO Policy Positions
Sample public policy agendas, principles, and action plans from philanthropy-serving organizations.
Sample Document
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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.
Knowledgebase
Community Capacity Working Glossary
A working glossary of terms to help shape a common language for work in Community Capacity. This glossary is intended to help promote philanthropy's roles in building community capacity by defining core concepts and closely related terms.
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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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Public Policy Job Descriptions
Sample job descriptions and requests for proposals for public policy related positions including fellows, lobbyists, liaisons, and consultants.
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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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PolicyWorks Outreach Checklist
This checklist developed by the PolicyWorks for Philanthropy community can help you create strategies to reach policymakers. It focuses on seven core questions to explore and includes reflections from regional association leaders.
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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.
Resource
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.