ValuesAdvisor
The Forum has partnered with ValuesAdvisor, a database populated with financial advisors who have been recommended by investors for their ability to implement a mission related investment strategy.
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.
Philanthropy Day of Action Resources
United Philanthropy Forum's Philanthropy Day of Action Resources page includes important links, social media graphics, logos, and other resources for member-PSOs to use in promoting the October 4th Day of Action for the Charitable Act to their foundation members. It also includes graphics for advocating on the Day of Action to post online and ask Members of Congress to co-sponsor the Charitable Act, or thank them for their support.
Philanthropy Day of Action - Charitable Act Engagement Toolkit
United Philanthropy Forum’s Charitable Act Engagement Toolkit is designed to assist member-PSOs with the promotion of the Philanthropy Day of Action and to guide PSOs and their members’ advocacy efforts on October 4th in support of the Charitable Act.
New Member Orientation Webinars & Meetings
A collection of sample agendas, slides and recordings for orientation webinars or meetings by philanthropy-serving organizations for new members or new staff at existing members.
PSO Monthly Newsletter Collaboration
Several Forum members collaborate throughout the year to produce content for two newsletters - one for family foundations and one for a corporate grantmaking audience. PSOs can sign-up to participate each fall for the following year.
Sample Regional Grantmaker Salary & Benefits Reports
Example reports of grantmaker salary and benefits data by region.
Foundations on the Hill 2024 Sponsorship Package
United Philanthropy Forum's Sponsorship Package for Foundations on the Hill 2024 lists opportunities for supporting FOTH, sponsor benefits, and details about how to sponsor FOTH.
Demographics via Candid
Candid provides free access to demographic data through Demographics via Candid. Over 100 partners, including United Philanthropy Forum, can access data through Candid nonprofit profiles on GuideStar; via the free Demographics API; through grants management systems that participate; on a public Tableau demographic dashboard; or with a single, downloadable spreadsheet.
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