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Whistleblower Policy Template
A sample whistleblower policy that can be adapted for use by regional associations.
Template
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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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A Practical Guide to Integrated Communications: A Workbook for Nonprofits
Idealware partnered with Chapman Cubine Adams + Hussey to create A Practical Guide to Integrated Communications: A Workbook for Nonprofits to help organizations understand how to plan, schedule, and integrate communications into cohesive messaging around your campaigns and the equally important times between them.
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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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A Guide to the Challenge Grant
Questions, tips and worksheets developed by the Kresge Foundation for its long-time funding method, the challenge grant.
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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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Endowments Code of Conduct
The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.