The Forum's FOTH 2020 Messages Two-Pager
Publication date:
02/2020
Send this two-pager in advance of a Hill meeting to preview the topics you wish to discuss or provide it at the end of the Hill meeting as part of your leave-behind packet.
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.
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CECP’s Giving in Numbers Survey
Publication date:
02/2020
CECP has shared a toolkit to help you share this survey with corporations in your network. It includes sample language, how to take the survey and additional resources.
2019 Forum Member Satisfaction Survey Highlight
Publication date:
02/2020
To try to better understand our members' attitudes and impressions, we conducted our annual member satisfaction survey last fall. We are grateful to the 135 respondents who shared their feedback. We want you to know we are listening to you and planning for a great 2020 of programming and services to meet your needs.
2020 Census Invitation Letter
Publication date:
01/2020
This is the sample copy of the 2020 Census Invitation letter.
Racial Equity Peer Learning Cohorts
Publication date:
12/2019
One of the key findings from United Philanthropy Forum’s 2018 Racial Equity Scan of Philanthropy-Serving Organizations (PSOs) was that Forum members are eager to engage in peer learning, particularly around advancing racial equity in their organizations, with their members and through their programs. In order to advance this learning, and to support member organizations who are at different places on the continuum of equity skills and practice, the Forum is partnering with Change Elemental to create two Racial Equity Peer Learning Cohorts
UBIT Coalition Template Letter to Congress
Publication date:
12/2019
The UBIT Coalition, of which United Philanthropy Forum is a member, created this template letter for organizations to use to reach out to their members of Congress to request immediate repeal of the tax on nonprofit parking and transit benefits – Internal Revenue Code Section 512(a)(7).
Comments on Proposed Rule Regarding the Reporting Requirements of Exempt Organizations
Publication date:
12/2019
United Philanthropy Forum submitted public comments to the Internal Revenue Service (IRS) in response to the proposed rule which would roll back donor reporting requirements for certain nonprofits. (Guidance Under section 6033 Regarding the Reporting Requirements of Exempt Organizations)
Private Foundation Excise Tax Overpayment Data
Publication date:
12/2019
This document, created by The Ross Foundation and Philanthropy West Virginia, is a data tool to assess the historic level of overpayment of the excise tax at 2%. The data goes back to the early 2010s. The document shares the high points of the dollar levels nationally and then for a few sample states. Please note this does NOT include the projected legal, accounting, and investment fees lost by foundations in trying to calculate the spend to make the 1% fee tier.
Drupal Feature Documentation
Publication date:
12/2019
Documentation about Drupal features that have been shared via Slack #drupal channel to KM Partners.
Urgent Case for a Full-Year Direct Appropriation for the 2020 Census
Publication date:
12/2019
Key points from Census Counts on a full-year direct appropriation for the 2020 Census in the next enacted legislative vehicle.
Congress Letter to Director Dillingham
Publication date:
12/2019
Senator Jack Reed (D-RI) and Representative Brenda Lawrence (D-MI) sent a letter to Steven Dillingham, the Director of the Census Bureau, requesting that the agency moves swiftly to ramp up census preparations.
2020 PolicyWorks Institute / Foundations on the Hill Sponsorship Opportunities
Publication date:
11/2019
Find out more about sponsorship opportunities in 2020 to show your support for the philanthropic sector and reach more than 300 philanthropy leaders from across the country.
Census Equity Fund Grants Awarded
Publication date:
11/2019
This list provides the contact information for recipients of the Census Equity Fund Grants up to September 2019.
Charitable Giving Coalition Responds to Proposal to Limit the Charitable Deduction
Publication date:
11/2019
Presidential candidate Joe Biden released a plan to fund his educational goals by limiting the value of itemized deductions. This plan proposes a cap on the charitable deduction at 28 percent. The Charitable Giving Coalition, of which United Philanthropy Forum is a member, responded with a press release to encourage Vice President Biden to reconsider his proposal and instead support a universal charitable deduction.
UBIT Coalition Message to Congressional Leadership
Publication date:
11/2019
The UBIT Coalition, of which United Philanthropy Forum is a member, submitted this letter to Congressional leadership asking them to repeal the changes to UBIT, Section 512(a)(7) and its 21-percent tax on qualified transportation fringe benefits that tax-exempt employers provide to employees.
Letter Supporting Simplification of Private Foundation Excise Tax
Publication date:
11/2019
United Philanthropy Forum and 21 philanthropy-serving organizations sent this letter to Speaker Pelosi, Republican Leader McCarthy, Chairman Neal, and Ranking Member Brady, as well as all other Representatives on the Ways and Means Committee, in support of simplifying the private foundation excise tax to a revenue-neutral, flat 1.39 percent.
United Philanthropy Forum Racial Equity Mini-Grants
Publication date:
10/2019
To help PSOs overcome financial barriers to engaging in racial equity work, the Forum is offering mini-grant opportunities for our members, thanks to support from Borealis Philanthropy’s Racial Equity in Philanthropy Fund. This mini-grant program will provide Forum members with small grants, up to $5,500, to cover all or part of the costs of a trainer, facilitator, or speaker (or related program expenses) to engage with staff, board, and/or members on an aspect of advancing racial equity.
Sample FOTH Materials Using Philanthropy Data
Sample materials made using Candid's Foundation Maps: Professional for leave-behind materials when meeting with members of Congress.
Clips, Conversation & Cocktails
Publication date:
10/2019
Thomas Allen Harris, Executive Producer of Family Picture USA and Vince Stehle, Executive Director of Media Impact Funders discuss the stories behind family photos for the Clips, Conversation & Cocktail plenary session at United Philanthropy Forum's 2019 Annual Conference in Cleveland on July 16.
Sabbatical Policies
Collection of sabbatical policies from philanthropy-serving organizations.
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