Endowed Philanthropy Position Statements
Publication date:
03/2017
Position statements made by philanthropy-serving organizations in defence of endowed philanthropy.
Resources Search
The Forum's website and Knowledgebase features resources from nearly 77 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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Policy Update: Johnson Amendment
Publication date:
03/2017
United Philanthropy Forum supports the continued full enforcement of current law that prohibits 501(c)(3) charitable organizations from endorsing, opposing or contributing to political candidates and engaging in partisan campaign activities—also known as the “Johnson Amendment.” See our position and resources on this issue.
#FOTH17 Schedule of Events
Publication date:
03/2017
The full schedule of events for Foundations on the Hill 2017.
#FOTH17 Delegation Captain Resources
Publication date:
03/2017
To assist you in your efforts, and those of your delegation, we are sharing resources for FOTH 2017 for your use and personalization.
Being Social at FOTH
Publication date:
03/2017
Find out how you can be a part of FOTH on social media and share your own experience with important hashtags, tips for how to live report from FOTH and your Hill Meetings and sample tweets.
Meeting Thank You Letter Template
Template letter to send to your Member of Congress to thank them for a meeting.
Census 2020 Update: Draft EO on Census Immigration Status Questions
Publication date:
02/2017
February 8, 2017 policy update regarding the Census from Terri Ann Lowenthal, including more details on the White House proposal re immigration status question.
Knowledgebase
Peer to Peer: At the Heart of Influencing More Effective Philanthropy
Publication date:
02/2017
The William and Flora Hewlett Foundation has had a long-standing commitment to increasing the effectiveness of grantmaking organizations, a commitment reflected in its Philanthropy Grantmaking Program. In 2015, the Foundation commissioned Harder+Company Community Research, in partnership with Edge Research, to conduct a field scan to inform its own strategies in this area as well as those of other organizations working to increase philanthropic effectiveness.
Member Check-In/Thank You Calls
Many organizations work with their staff and/or membership committee to schedule calls or in-person visits with current members to thank them for their membership, review the benefits of membership, discuss past and current engagement opportunities, get feedback, etc.
Charitable Deduction
Publication date:
02/2017
2017 marked the 100th anniversary of the charitable deduction. Since 1917, the federal charitable tax deduction has provided a tax deduction for donations made to nonprofit organizations by taxpayers who itemize their tax returns, roughly one-third of all Americans. See the Forum's position and resources on this issue.
Amicus Brief- AFPF v. Becerra
Publication date:
01/2017
The Philanthropy Roundtable filed an amicus brief in Americans for Prosperity Foundation v. Becerra, a key donor privacy case.
Donor Advised Funds
Publication date:
01/2017
Donor advised funds are powerful tools – both for average people who want to make lasting commitments to their communities, as well as those with significant financial resources who are looking for an alternative to a private foundation. See the Forum's position and resources on this issue.
Simplification of the Excise Tax
Publication date:
01/2017
A uniform excise tax rate would increase funds available for local communities by freeing private foundations from the administrative task of calculating the amount of additional eligible expenditure needed to qualify for the lower 1% rate. See the Forum's position and resources on this issue.
PSO Resources on the Census
Materials created by or for philanthropy-serving organizations around advocating for adequate funding for the upcoming census in 2020.
Knowledgebase
The Future of Foundation Philanthropy: The CEO Perspective
Publication date:
12/2016
Based on the perspectives of more than 200 foundation CEOs collected through in-depth interviews and responses to a survey from May to June of 2016, The Future of Foundation Philanthropy: The CEO Perspectivecaptures foundation leaders’ views on challenges and concerns about the changing landscape in which they work, practices they believe to hold the most promise for helping foundations reach their potential, and the most pressing issues that will influence foundation philanthropy in the coming years.
Knowledgebase
Philanthropy and the Social Economy: Blueprint 2017
Publication date:
12/2016
Philanthropy and the Social Economy: Blueprint 2017 is an annual industry forecast about the ways we use private resources for public benefit.
Knowledgebase
Bolder Advocacy
Publication date:
12/2016
An initiative of the Alliance for Justice, Bolder Advocacy promotes active engagement in democratic processes and institutions by giving nonprofits and foundations the confidence to advocate effectively and by protecting their right to do so.
United Philanthropy Forum Bylaws
Publication date:
12/2016
Review the bylaws and governance of United Philanthropy Forum. Last updated December 2016.
SECF 2016 Value Proposition
What makes SECF different, and so very vital to their member's work and the region? Why do hundreds of foundations and thousands of staff and trustees consider SECF their “philanthropic family”? Find out in SECF's 2016 Value Proposition.
Knowledgebase
A Stronger Nation through Higher Education
Publication date:
11/2016
Lumina Foundation's signature report on college attainment statistics is designed to track the progress toward its goal of having 60% of Americans hold a post-secondary degree or credential by the year 2025.
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