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.
Many philanthropy-serving organizations create value of membership documents or value proposition statements to help showcase what organizations will get out of becoming a member of that PSOs. The techniques and tactics vary across the network.