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Membership Peer Community: 11/12/2024
Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
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Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
News
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 April 12, 2024.
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Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
Resource
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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A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
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Listserv compilation about how PSOs are onboarding new members.
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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.
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United Philanthropy Forum's 2023 Congressional Recess Guide contains information for PSOs and their member advocates to make the most out of the Congressional recess period, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.
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Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
Resource
Letter from a group of members of the Charitable Giving Coalition, including the Forum, asking Congress to include DAFs in relief legislation.
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