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Forum Listserv Policy
The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
Event
Members Benefit Highlight: ValuesAdvisor: 11/6/23
In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
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Code of Conduct
Listserv compilation about a code of conduct or similar policy document for participants/members.
Resource
Internal Controls and Efficiencies
Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.
Resource
Are You Moving or Considering a Move to a Biennial Conference
Listserv compilation about associations' approaches to having a biennial conference.
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PSO Year in Reviews and Annual Reports
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities or report on their accomplishments in a given year. From highlighting programming, special initiatives, new resources, collaborations, and more.
Event
Lean Keen Producing Machines Peer Community: 12/4/24
Join your PSO colleagues from organizations with 5 or fewer team members for a discussion to connect, share and learn how to maximize your strengths for greatest impact.
Resource
The COVID-19 Crucible
As we mark the two-year anniversary of the COVID-19 pandemic, United Philanthropy Forum has released a report to document how philanthropy-serving organizations (PSOs) have responded to the pandemic. The report looks back to detail how PSOs—the regional and national philanthropy associations and networks that comprise the Forum network—played many vital leadership roles in the philanthropy sector’s response to the pandemic.
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Glossary of Philanthropic Terms
Find key terms frequently used to describe philanthropy in this glossary developed by United Philanthropy Forum.