Communicating How to Be Engaged
Sample communications from philanthropy-serving organizations with members about how they can better engage with the organization and get the most out of their membership.
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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Crafting Your IT Security Policy
Publication date:
08/2017
We all have questions on security at our nonprofit organizations. This month CTO Matt Eshleman walks you through writing or updating an official policy – the questions to ask and the main issues your security policy needs to address.
- I know we have an IT security policy at my organization, but I’m not sure it is up to date with all the new cloud applications we’re using and all the new security risks I read about.
- Everyone uses their own devices to work in and out of the office – how can I support them without creating extra security risks? What do we need to do if a ...
Member Recruitment Calls or Visits
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.
Collaborative Philanthropy Playbook
Minnesota Council on Foundation's playbook for its members on its collaborative philanthropy model. It includes an overview of MCF’s collaborative philanthropy model; one-pagers about each component of the model; planning templates and guides for starting a network, working group or collaboration; other ways MCF can support peer learning and networking through program partnerships and a quick-start guide for its online community “The Hub.”
Working with Membership Committees
Publication date:
08/2017
To get a better sense of how other organizations use their membership committees, CNJG selected a few similiar-sized regional philanthropy-serving organizations to interview. A recap of those conversations is now avialable.
Disaster Resilience, Relief, and Recovery Interviews: Philanthropy Serving Organizations
Publication date:
08/2017
Northern California Grantmakers’ Manager, Regional Vibrancy and Sustainability interview a selection of philanthropy-serving organizations between November 2016 – March 2017 to understand how PSOs have been involved in responding to disasters (natural or man-made community disasters).
Sample Meeting Request Letter
Sample letter to request a meeting with your federal lawmaker.
A Guide for Engagement During the 2017 Congressional August Recess
Publication date:
07/2017
This guide provides resources to help you and your members connect with your legislators during the 2017 abbreviated congressional August recess. If you have any questions or need assistance, please feel free to contact Jay Hutchins, the Forum’s Associate Director of Policy, at (202) 888-6732 or jay@unitedphilforum.org.
Nonprofit Technology Policy Workbook
This workbook to help you think through specific policies to manage your nonprofit’s risk. It contains prompts to help you create and document policies for the acceptable use of technology and networks, personal devices for work, how to provide IT guidance to “accidental techies,” how to respond to an IT incident, and how to recover your technology after a major disaster.
2017 Institute Speakers
Publication date:
05/2017
Photos and bios for speakers at the 2017 PolicyWorks Institute in San Francisco, CA.
Forum's Statement on Johnson Amendment: Hearing on Examining a Church’s Right to Free Speech
Publication date:
05/2017
The Forum submitted a written statement to the Hearing on Examining a Church’s Right to Free Speech Before the House Oversight and Government Reform Committee’s Subcommittee on Government Operations and Subcommittee on Health Care, Benefits, and Administrative Rules in support of upholding the Johnson Amendment.
Advocacy Funder Collaboratives
Publication date:
04/2017
For this suite of resources, GrantCraft captured the wisdom of philanthropic leaders who have participated in multi-party advocacy collaboratives and conducted a literature scan of how foundations talk about advocacy-focused collaborative work.
News Release: Keep Partisan Politics Out of the Charitable Sector
Publication date:
04/2017
A broad, nationwide coalition of 501(c)(3) organizations, made up of charitable nonprofits, including religious institutions, philanthropy serving organizations, and foundations, delivered a clear message to Congress: maintain the current law that protects nonprofit organizations from being hounded for partisan political contributions and endorsements.
Knowledgebase
The Resilent Organization: Disaster Planning and Recovery Guide
Publication date:
03/2017
The Resilient Organization, developed by TechSoup with the Center for Disaster Philanthropy, is a holistic guide to IT disaster planning and recovery. This e-book is intended for organizations that are preparing for a disaster, as well as those that need to rebuild and maintain operations after a disaster.
Meeting Thank You Letter Template
Template letter to send to your Member of Congress to thank them for a meeting.
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.
Suggested Restaurant List- Delegation Dinners
Publication date:
03/2017
A list of restaurants with private dining space close to the FOTH hotel.
#FOTH17 Schedule of Events
Publication date:
03/2017
The full schedule of events for Foundations on the Hill 2017.
A Date Certain: Lessons from Limited Life Foundations
Publication date:
03/2017
This report illustrates the ways in which limited life foundations approach spending down in nine key areas, including investing, grantmaking and strategy, and communications.
Policy Issue: 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.
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