A sample whistleblower policy that can be adapted for use by regional associations.
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.
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.
Case studies from philanthropy-serving organizations that articulate why grantmaker members should engage in public policy work.
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.
The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.