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PSO Advocacy Check-In: 3/29/23
Monthly PSO Advocacy Check-Ins feature comprehensive updates and analysis on legislative issues impacting the sector at the federal and state levels, as well as an open discussion on current policy hot topics, and timely tips on public policy best practices for PSOs and their members.
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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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.
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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.
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California DAF Legislation
Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712. This bill would require the Attorney General to develop reporting regulations related to donor-advised funds (DAFs) at an account-by-account level, departing from the current practice, already in place. The fund-by-fund disclosure required by the bill would likely lead to the disclosure of donor identify and/or private donor information.
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Virtual Assistant Recommendations? Individual or Services!
Listserv compilation about how virtual assistant recommendations.