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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.
Event
Ask an HR Professional: 9/28/23
Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Album. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices.
Event
Sponsor Webinar - Secure Act 2.0 and Retirement Plans for Nonprofit Organizations: 9/27/23
Join Alliant Retirement Consulting for a discussion on legislation affecting nonprofit retirement plans. Secure Act 2.0, passed in December 2022, enables the creation of 403(b) Pooled Employer Plans (PEPs) for nonprofit plan sponsors.
Resource
Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
Philanthropy Event
2025 Funding Forward
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.
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.
Resource
Employee Handbooks
Sample employee handbooks and manuals from philanthropy-serving organizations.
News
Philanthropy + Policy Update: March 15, 2024
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for March 15, 2024.