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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.
Philanthropy Event
Building an Intersectional Philanthropic Approach: Climate Change, Agriculture, and Healthy Rural Communities
Resource
Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
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.
Philanthropy Event
SAFSF On The Road: Farm-to-Table Networking Luncheon in New York City
Philanthropy Event
SAFSF On The Road @ MIE in Los Angeles
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
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.