Sample Communications Plans, Goals & Templates
Sample communications plans, goals, email templates and marketing calendars used by philanthropy-serving organizations to guide their communications work.
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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2018 Key Metrics for Philanthropy-Serving Organizations
Publication date:
10/2018
The 2018 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the governance, finances, membership, services and programs, and operations of regional and national philanthropy-serving organizations (PSOs).
2018 Key Metrics for Philanthropy-Serving Organizations- Full Report
Publication date:
10/2018
The 2018 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). The full report is accessible to our members.
Giving in Numbers: 2018
Publication date:
10/2018
In the latest edition of its research of corporate social investment has found that leading corporations are intensifying efforts to meet key societal needs around the world. It is based on data from 252 companies and not only presents a profile of corporate philanthropy and employee engagement, but also includes a Trends Summary that highlights the prominent features of corporate societal investment.
The Opioid Epidemic in Indiana and Marion County & The Tobacco Epidemic in Indiana and Marion County
Publication date:
10/2018
These two reports show the human and economic toll of the opioid and tobacco epidemics and chart out recommendations for educators, employers, health providers, and effective policy.
2018 Compensation & Benefits for Philanthropy-Serving Organizations
Publication date:
09/2018
United Philanthropy Forum’s 2018 Compensation & Benefits for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on regional and national PSOs’ employment practices, based on the responses of 55 PSOs.
2018 Compensation & Benefits for Philanthropy-Serving Organizations- Full Report
Publication date:
09/2018
United Philanthropy Forum’s 2018 Compensation & Benefits for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on regional and national PSOs’ employment practices, based on the responses of 55 PSOs. The full report is accessible to our members.
Strengthening Philanthropy’s Capacity to Engage in Policy: Progress Report on United Philanthropy Forum’s PolicyWorks Initiative
Publication date:
09/2018
This report highlights key areas of progress for the Forum’s PolicyWorks initiative during its first nine years, based on the responses of 32 regional PSOs. It documents some dramatic gains in regional PSOs’ capacity to engage in government relations, advocacy and public policy work, and the critical role that the Forum has played in directly supporting this growth.
Philanthropy-Serving Organization Letter on Citizenship Question Opposition
Publication date:
08/2018
More than 33 PSO organizations signed onto a letter opposing the addition of a citizenship question to the 2020 census.
Grant Oliphant - What Does Courageous Philanthropy Look Like?
Publication date:
08/2018
Grant Oliphant, President & CEO of The Heinz Endowments, gave an inspiring keynote presentation at the 2018 Forum Annual Conference in Boston, MA on July 17. He is a vocal and outspoken philanthropy leader who stresses the importance of foundations speaking out against government policies and decisions that are at odds with their work.
Dr. Ibram Kendi - Advancing Racial Equity in America
Publication date:
08/2018
Dr. Ibram X. Kendi, Professor of History and International Relations and the Founding Director of the Antiracist Research and Policy Center at American University, shared key concepts from his New York Times-bestselling book Stamped from the Beginning: The Definitive History of Racist Ideas in America.
Richard Rothstein - Advancing Racial Equity in America
Publication date:
08/2018
Richard Rothstein, Research Associate of the Economic Policy Institute and a fellow at the Thurgood Marshall Institute of the NAACP Legal Defense Fund and the Haas Institute at the University of California (Berkeley) and author of The Color of Law: A Forgotten History of How our Government Segregated America. Rothstein surfaces the forgotten history of how federal, state and local policy explicitly segregated metropolitan areas nationwide.
Dr. Elizabeth Hinton - Advancing Racial Equity in America
Publication date:
08/2018
Dr. Elizabeth Hinton (@elizabhinton), Assistant Professor of History and African and African American Studies at Harvard University and author of the award-winning book From the War on Poverty to the War on Crime: The Making of Mass Incarceration in America. Dr. Hinton examined the persistence of poverty and racial inequality in the 20th century United States.
Michael McAfee - Changing the Narrative
Publication date:
08/2018
Michael McAfee, President of PolicyLink, gave this presentation on July 18, 2018, as part of a plenary session at United Philanthropy Forum’s 2018 Annual Conference in Boston focused on changing the false narratives told in our country about communities of color. McAfee urged participants to stop changing the narrative, to see his narrative and to stop being afraid of the narrative.
Cristina Jiménez - Changing the Narrative
Publication date:
08/2018
Cristina Jiménez, Executive Director and Co-Founder, United We Dream, presented as part of a plenary session at United Philanthropy Forum’s 2018 Annual Conference in Boston on July 18. Jiménez asked participants to be unapologetic in talking about the inclusive country that we want to build together.
Sarah Eagle Heart - Changing the Narrative
Publication date:
08/2018
Sarah Eagle Heart, Executive Director, Native Americans in Philanthropy, presented as part of a plenary session at United Philanthropy Forum’s 2018 Annual Conference in Boston on July 18. Eagle Heart spoke about how her organization is using popular media to help change the narrative about Native Americans in our country.
Plenary Session: The Future of Collaboration and Partnership for Philanthropy
Publication date:
08/2018
This conference plenary session, entitled “The Future of Collaboration and Partnership for Philanthropy,” featured three nonprofit and philanthropy leaders discussing how and why philanthropy-serving organizations can develop deeper collaborations and partnerships, at a critical moment in our sector, to increase the impact of our members and further increase our relevancy.
Closing Plenary Session – Changing the Narrative
Publication date:
08/2018
This conference plenary session, entitled “Changing the Narrative,” focused on changing the false narratives that have been told in our country about communities of color. It featured presentations from Sarah Eagle Heart, Executive Director of Native Americans in Philanthropy; Cristina Jiménez, Executive Director and Co-Founder of United We Dream; Michael McAfee, President of PolicyLink; and Violinist and Composer Shaw Pong Liu of Code Listen. The session was held on July 18, 2018, at United Philanthropy Forum’s 2018 Annual Conference in Boston.
Advancing Racial Equity in Philanthropy: A Scan of Philanthropy-Serving Organizations
Publication date:
07/2018
United Philanthropy Forum conducted a scan of regional and national philanthropy-serving organizations (PSOs) in February through May 2018 to get a more comprehensive understanding of PSOs’ current work and future needs to advance racial equity in philanthropy. The scan involved both a survey that asked about PSOs’ current work, future needs and greatest challenges in advancing racial equity, plus in-depth interviews to discuss what it takes to do this work effectively and to identify their key challenges, barriers and opportunities for addressing systemic inequities.
Racial Equity Scan - Inventory Speakers, Facilitators and Trainers
Publication date:
07/2018
The Forum conducted a scan of regional and national philanthropy-serving organizations (PSOs) in February through May 2018 to get a more comprehensive understanding of PSOs’ current work and future needs to advance racial equity in philanthropy. The scan reflects the input of 43 regional and national PSOs that participated in the scan survey and/or the scan interviews, representing more than half of the Forum’s membership...
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