A publication of the Internal Revenue Service, this document addresses activities that may jeopardize a charity's exempt status, recordkeeping, required public disclosures and other issues of importance to public charities.
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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As a member of United Philanthropy Forum, FCAA can offer the Forum’s PSO members, especially regional PSOs, a number of opportunities, at no cost, to highlight the needs and philanthropic response for addressing HIV/AIDS prevention, care and advocacy in their regions and states, utilizing FCAA’s robust data sets.
Find materials for this session focused on the 2020 Census held at the 2018 PolicyWorks Institute before Foundations on the Hill
Sample maternity and/or parternity leave policies at philanthropy-serving organizations.
See how other regional philanthropy-serving organizations are promoting Foundations on the Hill with their members including email and on their websites.
We are pleased to partner with Alliance magazine to offer our members and your members a 20% discount on new print and digital subscriptions.
This December 2017 edition of the Forum Policy Playbook focuses on the upcoming 2018 PolicyWorks Institute and Foundations on the Hill schedule for March 11-14 in Washington, DC. We look at why you and your members should attend; what you need to know to encourage your member’s engagement and your PSO team’s involvement; provide tips on how to organize and plan; and offer Forum member resources to help guide your efforts.
Report by Dr. William (Bill) O’Hare about special challenges that will make some rural areas and populations difficult to count accurately.
Checklist for legislators on how they can help ensure a fair and accurate census in their state. Developed on behalf of National Conference of State Legislatures by Jeffrey M. Wise, Special Counsel, New York State Assembly.
Interested in learning more about Foundations on the Hill? Please use this list to find your state and the contact information for who to get in touch with for further information.
Check out the full agendas for the 2018 PolicyWorks Institute. Last updated on 3/10/18.
Check out the full agendas for the 2018 Foundations on the Hill. Last updated on 3/11/18.
Our first-ever 2017 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).
Our first-ever 2017 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.
The November 2017 edition of the Forum Policy Playbook focuses on taking policy positions and creating a legislative agenda. We look at the common traits of successful legislative agendas; comment on the benefits of having a process in place to consider expedited approval of policy positions; and share samples from members that are engaging in this work.
This research presents the first updated understanding of the current landscape of giving circles and similar models of collective giving or giving collaboratives in the United States in over 10 years.
Top 10 findings from a three-part study of giving circles, their impact and their relationship with their hosting organizations significantly updates our understanding of the current scope, scale and significance of giving circles and other models of collective giving in the U.S. Additionally, this study deepens our understanding of the impact of participation in giving circles on donors’ giving and civic engagement and offers actionable information related to the relationships between giving circles and their hosting organizations.
Many philanthropy-serving organizations are tracking and reporting how they are engaging with their members over time. Some have built internal profiles for members while others have created engagement scores.
A memo from the Census Bureau with a list of locations for the 248 planned Area Census Offices (i.e. "local" offices).
This guide reviews the systems available as solutions for community foundations, as well as their capabilities and how they compare to other systems.