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Forum Member Check-in: Disability & Inclusion Pledge Insights 4/29/24
Join your United Philanthropy Forum peers to learn more about the Disability & Philanthropy Forum and the Disability Inclusion Pledge. PEAK Grantmaking will share their progress as a pledge signatory and how the Disability & Philanthropy Forum can support you on your organizational goals. This is a great opportunity to come with questions if you are interested in becoming a pledge signatory or are a current pledge member. We look forward to hearing your insights from your own organization's disability and inclusion journey.
Event
Benefits of a Networked Approach for PSO Business Model and Advancing Strategic Work: 9/22/23
Whether you attended our Forum Conference workshop session or not, we invite you to join us for an hour-long informal conversation about The Benefits of a Networked Approach for PSO Business Model and Advancing Strategic Work.
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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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Website Accessibility: Creating Inclusive Digital Products
This is a recording of the KM Collaborative's 2023 User's Group Session: Website Accessibility.
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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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Learning to Ride the Wave: Adaptive Business Modeling for Philanthropy-Serving Organizations
Developed by The Giving Practice (TGP) in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for philanthropy-serving organizations (PSOs) who seek effective ways to mobilize resources to sustain their organization’s work
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Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.