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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.
Sample Document
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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.
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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.
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Your Toolkit for Successful Evaluations
This resource has been designed and assembled by the Macro International evaluation team with the support of the William and Flora Hewlett Foundation as a starter kit to promote the integration of effective evaluation into grantmaker education programs.
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Logic Model Template
A template to help you get started creating your own logic model. As you fill in the logic model template, start by filling in the “problem” that the program addresses and the goal that the program has set relative to that problem, as well as corresponding sub-problems and sub-goals. Next, note any resources that are available to the program. Work from right to-left to fill in long-term outcomes, short-term outcomes, output measures, and finally program activities.
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PolicyWorks Starter Kit & Case Studies
The PolicyWorks Starter Kit has been created for use by the PolicyWorks Community of regional associations of grantmakers who have made a commitment to growing their capacity and increasing their work in government relations and public policy work.