Sample document retention policies from philanthropy-serving organizations.
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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A thorough style guide will help your organization present a unified brand with guidelines for the writing and design of your work including specific language, colors, font, logos, taglines, etc.
In this video, our members share some of their strategies and thinking behind their ongoing racial equity work, as well as some of their struggles and successes.
Funders Census Initiative 2020 created this document on key dates regarding planning and implementation of the 2020 census.
A comprehensive guide developed by the Forum to help PSOs transition to the Drupal-Salesforce platform. This guide outlines the steps necessary to implement an integrated content strategy and migration plan for a new website.
The Opioid Crisis Resource Page compiles useful resources for philanthropy-serving organizations (PSOs), foundations, and other organizations who are working together to address this crisis.
The Foundation Center compiles Foundation Landscapes that combine multiple resources, including data visualization tools, original research, and more to illuminate critical issues in philanthropy. This page, focused on racial equity, includes a collection of research, upcoming trainings and webinars, news articles, and blog posts from experts in the field.
United Philanthropy Forum works to advance racial equity in philanthropy. We asked our members and colleagues how they define racial equity and this video contains some of their responses.
Use these sample letters from Philanthropy Ohio to draft letters to your members of Congress in support of the 2020 Census.
From the National League of CIties, this action guide provides local leaders with objective information about and resources to prepare for the upcoming 2020 Census.
A national hub on the undercount of young children. The Count All Kids Committee is a group of national, state and local children’s organizations and allies that have joined together to ensure our nation’s children are counted in the 2020 Census.
This toolkit from the Funders Census Initiative (a working group of Funders' Committee for Civic Participation) provides helpful information, resources, and guidance for grantmakers who want to help ensure a fair and accurate census and explains why an accurate count is particularly critical for the communities you serve.
A Municipal Complete Count Committee is a mutually beneficial partnership – at the highest level—within each city. The mayor often appoints members of the Complete Count Committee (CCC). Committees consist of influential community leaders who are charged with developing a census awareness campaign.
Guide for delegation captains at Foundations on the Hill with helpful tips for scheduling meetings, preparing for meetings, conducting meetings, and more.
Forum members and your member organizations can access premium pricing from Great American Insurance Group on D&O Liability, fiduciary liability, employment practices liability, cyber liability, and more.
Sample communications plans, goals, email templates and marketing calendars used by philanthropy-serving organizations to guide their communications work.
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).
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.
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.
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.