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Find materials for this session focused on the 2020 Census held at the 2018 PolicyWorks Institute before Foundations on the Hill
This study of family foundations in 2008 summarizes key findings regarding how many active family foundations are planning to spend down or exist in perpetuity (or have not yet made a decision), and examines their motivations and decision-making.
How to measure the value and results of corporate philanthropy remains one of corporate giving professionals’ greatest challenges. This report offers a review of recent measurement studies, models, and evidence drawn from complementary business disciplines as well as the social sector.
Resources developed by the Charitable Giving Coalition, the Forum, Council on Foundations, and regional philanthropy networks around protecting the Charitable Deduction. These include FAQs, infographics, talking points, position statements, op-eds, and other sample articles.
As the KM Partners transitioned from proprietary, outmoded systems to the new Drupal-Salesforce platform, we conducted a thorough discovery and vendor selection process. The documents resulting from that process are presented here for historical reference.
A broad study commissioned in 2007 by United Philanthropy Forum of the characteristics, benefits, and impact of giving circles across the country.
Join Council of New Jersey Grantmakers for the 2018 Investment Forum for Foundations and Endowments on October 7 in Somerset, NJ.
Interested in measuring, capturing and investing your local Transfer of Wealth? Commission a Transfer of Wealth study with LOCUS and receive discounted research services to include local assessments and customized consulting.
Speadsheet and contact information for members of the Senate Finance Committee and House Ways and Means Committee in the 116th Congress.
Sample job descriptions or announcements for positions involving programming or grantmaker education responsibilities.
Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives of Luminare Group and Director, Equitable Evaluation Initiative discussing what is happening with Equitable Evaluation.
Use this resource as talking points for your Hill meetings at FOTH. The document includes suggested topics and messages to deliver to your members of Congress to ensure that all delegations are speaking with one voice about the issues that impact the sector.
The Forum's latest 990 tax form as submitted to the IRS for the 2017 financial year.
Maximizing Corporate Community Investments is a comprehensive education program for corporate giving professionals.
Compiled responses from a January 27, 2010 listserve query regarding the use of online communications to promote RA annual conferences.
This tool for staffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.