2022 FOTH Materials
Publication date:
03/2022
Forum members share 2022 FOTH materials. Responses are compiled below by known organizations.
Resources Search
The Forum's website and Knowledgebase features resources from 80 regional and national philanthropy serving organizations, their 7,000+ grantmaking foundation members, and colleague philanthropic partners. There are several different ways to search the resource library. Using the filters on the right side of this page, you can search by type of resource, topic, or audience. For example, if you are looking for a template, select type, then you can filter by audience or topic to refine the results. Please note, the search box below only searches resources. If you're looking for news or events, use the search box in the upper right corner to search the entire site.
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House Ways and Means DAF Dear Colleage Letter - March 2022
Publication date:
03/2022
On March 7, a bi-partisan group of 11 members of the U.S. House of Representatives Committee on Ways and Means singed a letter regarding donor-advised funds. In a "Dear Colleague" letter to their fellow lawmakers, the members express concerns about proposals that would restrict DAFs as well as private foundations, such as the ACE Act, S. 1981/H.R. 6595.
Sector Letter Supporting House Legacy IRA Bill - March 2022
Publication date:
03/2022
Coalition letter from 56 groups to House Ways & Means and Education & Labor, supporting Secure 2.0 legislation, that includes a Legacy IRA provision.
Forum Letter of Support to House for Legacy IRA
Publication date:
03/2022
United Philanthropy Forum sends letter to House Ways & Means and Education & Labor, supporting Secure 2.0 legislation, that includes a Legacy IRA provision.
March 2022 Statement for the Record by Forum to Senate Finance
Publication date:
03/2022
Statement for the Record by United Philanthropy Forum, submitted to the United States Senate Committee on Finance on March 17, 2020, regarding the “Examining Charitable Giving and Trends in the Nonprofit Sector” hearing.
Sector Letter to Congress in Support of Voting Rights
Publication date:
02/2022
Philanthropic and Charitable Sector letter to Congress in support of the John Lewis Voting Rights Advancement Act.
How To Update Your Organization's Profile & Staff Roster
Publication date:
02/2022
Each member organization can identify up to two staff members who can update the organization’s information in the member directory and update your staff roster including adding and removing staff members. Follow these steps to keep your organization's data up to date.
Congressional Staff Roles + Definitions
Publication date:
01/2022
To those unfamiliar with Capitol Hill, the titles given to staff of Members of Congress can be confusing. In order to enable you to be most effective in communicating with Congress, we have listed the most commonly used titles and principal functions of key staff in your Representative or Senator’s office.
Criteria and Processes for Determining Whether to Pursue Member Initiated Programs
Publication date:
01/2022
Forum members share insights regarding member-wide programming that originates from a member request or idea. Responses are compiled below by known organizations.
Find Your Policy + Advocacy Liaison
Publication date:
01/2022
Forum Policy + Advocacy Liaisons (PALs) are designated PSO staff who serve as the lead policy and advocacy representative for their respective organization.
International Travel COVID Guidelines?
Publication date:
12/2021
Forum members share insights regarding international travel guidelines for staff. Responses are compiled below by known organizations.
2021 Key Metrics for Philanthropy-Serving Organizations
Publication date:
12/2021
The 2021 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs).
2021 Key Metrics for Philanthropy-Serving Organizations- Full Report
Publication date:
12/2021
The 2021 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). The full report is accessible to our members.
The Center for Effective Philanthropy Partnership Opportunities for Forum Members
Publication date:
10/2021
Developed in consultation with the Forum, CEP is offering opportunities exclusively to Forum members to broaden the use and awareness of CEP’s work in a way that complements existing programming and resources in the field including programming, conference discount and survey services.
2021 Compensation & Roles for Philanthropy-Serving Organizations
Publication date:
10/2021
United Philanthropy Forum’s 2021 Compensation & Roles for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the compensation practices of regional and national philanthropy-serving organizations (PSOs) and other employment practice information.
2021 Compensation & Roles for Philanthropy-Serving Organizations- Full Report
Publication date:
10/2021
United Philanthropy Forum’s 2021 Compensation & Roles for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the compensation practices of regional and national philanthropy-serving organizations (PSOs) and other employment practice information. The full report is accessible to our members.
Auditor and 990 Preference
Publication date:
10/2021
Forum members share recommendations for an auditor. Responses are compiled below by known organizations.
Database Migration Prep
Publication date:
10/2021
Forum members share insight regarding data migration. Responses are compiled below by known organizations.
Net Promoter Score in Surveying
Publication date:
09/2021
Forum members share how they measure Net Promoter Score (NPS) in comparison to other PSOs in the network. Responses are compiled below by known organizations.
Use of Member Logos
Publication date:
07/2021
Forum members share policy or practice around using logos to feature their member organizations. Responses are compiled below by known organizations.
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