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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.
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
Sector Letter to Congress in Support of Voting Rights
Philanthropic and Charitable Sector letter to Congress in support of the John Lewis Voting Rights Advancement Act.
Resource
Philanthropy for Voter Engagement Toolkit
Ahead of the 2024 election, United Philanthropy Forum partnered with Nonprofit VOTE on the newest edition of the Philanthropy for Voter Engagement Toolkit.
Event
Forum + Nonprofit VOTE New Voter Engagement Toolkit Briefing: 12/4/23
Nonprofit VOTE will soon release its updated Voter Engagement Toolkit for Foundations. This event will feature this new toolkit and feature panelists who will help demystify, offer specific examples, and answer questions about ways private and community foundations can support and bolster voter engagement in their communities.
Resource
Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.