Philanthropy Event
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Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
Philanthropy Event
2025 Funding Forward
Resource
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.
Blog
Latest Giving Data Underscores Need for the Charitable Act
The newly released Giving USA 2023 report provides continued cause for concern about our nation’s ongoing decline in charitable giving from individuals and in the number of individual givers. These data lend more urgency for the need to pass the Charitable Act, which would incentivize millions more Americans to give and support their communities—not just the shrinking number of Americans who itemize their taxes.
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
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).
Resource
Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.
Philanthropy Event
2024 AFN National Grantmaker Conference
Resource
Journey Toward Racial Equity Report: Year 2
This report benchmarks the progress of the Forum’s PSO members on advancing racial equity. In doing so, this report helps shed light on the internal and external racial equity strategies being undertaken across the larger PSO field. We also offer a summary of the successes and challenges PSOs face in designing and implementing racial equity efforts for further reflection and action.