Regional Association Programming 2009-2010
A compiled list of regional association programming conducted between January 2009 and the early months of 2010.
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.
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Regional Association Photo Policies
Sample regional association and foundation photograph policies compiled by Minnesota Council on Foundations.
KM Initiative Planning Documents
As the KM Partners transitioned from proprietary, outmoded systems to the new Drupal-Salesforce platform, we conducted a thorough discovery and vendor selection process. The documents resulting from that process are presented here for historical reference.
From Insight to Action: New Directions in Foundation Evaluation
FSG Social Impact Advisors report that identifies a fundamental transition in the way foundations use evaluation.
Self-Dealing: A Concise Guide For Foundation Board and Staff
An overview on the self-dealing law, including definitions, common problem areas, exceptions, penalties, and resources.
Communications/Disclosure Assessment
Checklist focusing on a foundation’s transparency in communicating key information about the organization to its constituents and the broader public.
Communications/Disclosure Resources
List of resources on communications and disclosure issues.
Guiding Principles Communications Plan
A communications plan from the Forum of Regional Associations of Grantmakers focued on grantmaker principles and practices. This plan includes key messages that many regional associations have found to be particularly effective when communicating about grantmaker principles to key stakeholders along with tips and advice on communicating about grantmaker principles and practices.
Accountability Self-Assessment Tool for Unstaffed Foundations
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
Community Foundation Job Descriptions
Sample job descriptions for positions at Community Foundations.
Corporate Foundation Job Descriptions
Sample job descriptions for positions at a Corporate Foundation or Corporate Giving Program.
Family Foundation Job Descriptions
Sample job descriptions for positions at Family Foundations.
Private Foundation Job Descriptions
Sample job descriptions for positions at private foundations.
Proposal Review and Evaluation Guidelines
Sample proposal review and evaluation guidelines from foundations across the country.
Board Committee Descriptions and Responsibilities
Sample board committee descriptions, including roles and responsibilities of committee members
Foundation Chief Executive Evaluation Form
A sample form used by a foundation's board of directors to evaluation the chief executive officer.
Community Foundation Bylaws
Sample bylaws for Community Foundations.
Community Foundation Conflict of Interest Policies
Sample conflict of interest policies for Community Foundations.
RA Board Public Policy Protocols
Regional Association board policies and protocols on adopting a public policy position.
PhilanTrack
The Forum and Altum are excited to partner on a benefit to Forum members. Grantmakers of participating Forum member associations will be eligible to receive a 10% discount on an annual license to the grants management software, PhilanTrack.
Members of Forum member associations are eligible to receive a 10% discount on the annual license fee. The discount will be secured through a dedicated webpage that will be created by Altum...
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