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Measuring Progress: PSOs and Racial Equity Metrics: 2/23/23
As PSOs continue to build and expand their work in embedding racial equity, both internally with staff and boards, as well as externally with their foundation members, many are exploring questions around metrics and identifying indicators of progress.
Event
Journey Toward Racial Equity: PSO Case Story Webinar Series: 10/26/23
Join us for a two-part series of conversations with representatives from Hispanics in Philanthropy (HIP), Northern California Grantmakers (NCG), PEAK Grantmaking, and Wisconsin Philanthropy Network as they reflect on their respective racial equity journeys. Deborah Aubert Thomas, CEO of Philanthropy Ohio and Forum Racial Equity Committee Chair, will moderate both discussions.
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Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
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Keeping Knowledge Management on New Leaders' Radars
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
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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.
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2023 Key Metrics for Philanthropy-Serving Organizations
The 2023 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).
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Racial Equity Case Stories
The case stories capture the wide range of experiences of PSOs across varying geographic regions and organizational size and breadth of focus. Forum PSO member organizations reflected and shared their internal and external racial equity journeys through one-on-one, in-depth interviews conducted with various staff members.
Event
Ask an HR Professional: 11/16/23
Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Albaum. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices. Please note that all PSO staff, regardless of position, are welcome to join the call.
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Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.