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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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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

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)

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Resource type: 
Letter
Audience: 
Philanthropy-Serving Orgs
Topic(s): 
Public PolicyFederal Tax Policy

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. 

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.

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Resource type: 
Grant Opportunity
Topic(s): 
Racial Equity, Diversity and Inclusion

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.

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Resource type: 
Video
Topic(s): 
HistoryForumCon19

Hurricane Dorian Relief Resources

Publication date: 
09/2019

The Forum has compiled a list of resources for relief efforts for Hurricane Dorian to support those who have been impacted. Please be sure to share the resources with your members to support the communities during these trying times.

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Resource type: 
Research
Issue Areas: 
Disaster Relief

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