This workbook to help you think through specific policies to manage your nonprofit’s risk. It contains prompts to help you create and document policies for the acceptable use of technology and networks, personal devices for work, how to provide IT guidance to “accidental techies,” how to respond to an IT incident, and how to recover your technology after a major disaster.
Template letter to send to your Member of Congress to thank them for a meeting.
Many organizations work with their staff and/or membership committee to schedule calls or in-person visits with current members to thank them for their membership, review the benefits of membership, discuss past and current engagement opportunities, get feedback, etc.
A collection of sample messages from regional associations to their memberships in response to the November 8, 2016 election results.
San Diego Grantmakers' Guide to Collaborative Philanthropy describes how they help their members efficiently and effectively form and sustain collaborations. It is based on best practices identified from published research as well as interviews with members, regional associations of grantmakers, foundations, and consultants across the nation.
See examples from other PSOs on what they are using to guide this process.
Written policies and schedules for philanthropy-serving organizations to conduct a periodic review of board approved policies to make sure they are still current and relevant.