Communications Toolkit for Forum Members
This communications toolkit was made specifically for Forum members to share the Momentum Fund grantee announcement with sample newsletter language and sample social media messages.
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.
- resource provided by the Forum Network Knowledgebase.
Search Tip: Search with " " to find exact matches.
One-Pager, 2020 Census Deadline Extensions Act
One-pager for Census legislation introduced by Sen. Schatz (D-HI) and Murkowski (R-AK). The legislation would extend the current Census Deadline.
Forum Member E-News Subscription List
The Forum has compiled a list of Forum members' newsletters or mailing lists that are available to stay updated on the organization's work.
Grantmaker Salary and Benefits Survey Partnership
United Philanthropy Forum and our members are thrilled to partner with the Council on Foundations for another year on promoting its Grantmaker Salary & Benefits survey to the field.
ForumNation Podcast Episode 4 Transcript- Janine Lee
A transcript of the fourth episode of the ForumNation podcast featuring Panine Lee, President & CEO of Southeastern Council of Foundations (SECF). She spoke about SECF’s journey to develop an equity framework to guide the organization’s work, the changes she’s seen in philanthropy during her career, and her challenge to philanthropy to step up in bigger ways to meet what she sees as a “pivotal” leadership moment for the field.
ForumNation Episode 4 - Janine Lee
In the fourth episode of our ForumNation podcast, David Biemesderfer interviews Patrica Eng. She discusses SECF’s journey to develop an equity framework to guide the organization’s work, the changes she’s seen in philanthropy during her career, and her challenge to philanthropy to step up in bigger ways to meet what she sees as a “pivotal” leadership moment for the field.
Eligibility Requirements & Dues Rates for Philanthropic Consultants / Advisors
Compilation from different philanthropy-serving organizations (PSOs) on how they handle membership for philanthropy advisors/consultants or other affiliate memberships including eligibility criteria and dues information.
Journey Toward Racial Equity Report
This report represents the latest in an effort by Philanthropy-Serving Organizations (PSOs) to advance philanthropic practice and impact by centering racial equity. Written by some members of United Philanthropy Forum’s Racial Equity Committee together with Community Centered Evaluation & Research, the report is based on findings of the Forum’s inaugural Racial Equity Capacity Assessment for PSOs.
Knowledge Management/Technology Job Descriptions
Sample job descriptions for knowledge management and technology positions.
Sign-On Letter: Sector Inclusion
This sign-on letter asks Speaker Pelosi, Leader Schumer, Leader McCarthy, Leader McConnell, Chairman Neal, Chairman Wyden, Ranking Member Brady, and Ranking Member Crapo to carefully consider the unique nature of the charitable sector as you contemplate legislation that could impact donors and the charitable giving vehicles they use to donate to important causes in their communities and across the globe.
Health & Safety Protocols at #ForumCon22
One of our top priorities is to create a safe environment for our attendees and we ask that each of our attendees help us in creating spaces where ALL our attendees will feel comfortable and understand that risk tolerances vary from person to person. We are relying on everyone to do their part to keep themselves and everyone else safe during the conference. At this time, these are the protocols we have in place to help ensure the safety of all participants.
Conference Details at #ForumCon22
One of our top priorities is to create a safe environment for our attendees and we ask that each of our attendees help us in creating spaces where ALL our attendees will feel comfortable and understand that risk tolerances vary from person to person. We are relying on everyone to do their part to keep themselves and everyone else safe during the conference. At this time, these are the protocols we have in place to help ensure the safety of all participants.
Westin Seattle Floorplans
Help find your way at the 2022 Forum Annual Conference
August Recess Sample Meeting Request Letter
Sample meeting request template for scheduling meetings with lawmakers during the August Recess of 2022.
Congressional August Recess Guide 2022
United Philanthropy Forum's 2022 Congressional August Recess Guide contains information for PSOs to make the most out of the August recess, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.
Membership Peer Community Benchmarking
A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
Forum Network at a Glance
Add summary
2022-2023 Process to Review our Member Dues Structure
United Philanthropy Forum is currently undergoing a member dues review process.
Foundation Source
The Forum has partnered with Foundation Source offer Impactfully, which brings together the best of Foundation Source - Advisory Services, Foundation Management and Grants Management, into one powerful platform.
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